The Stage is Being Set for Small Cap Equities

The Stage is Being Set for Small Cap Equities

U.S. small-cap companies (market capitalization between $900 million and $6 billion) have underperformed their U.S. large-cap (market capitalization above $16 billion) counterparts over the last few years, but we believe there are a few key reasons why the stage is being set for small caps to play some catch-up.

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What is Investment Portfolio Management?

What is Investment Portfolio Management?

Investment Portfolio Management is the first service addressed in John Sleeting’s Thought Leadership article titled, “What are Multi-Family Offices Services?” As a fiduciary, our responsibilities include being prudent stewards of client assets in achieving their long-term objectives. Objectives vary from client to client requiring differentiated solutions and services; thus, a client-centric approach toward investment management is required to tailor solutions for each family.

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