Client Service

Our goal is to be a trusted advisor to our clients and serve as their full investment partner.

Our integrated approach to client service means that clients have direct access to a team of specialists who can meet all of their needs. Each client service team includes a dedicated relationship manager, portfolio manager and client service director. Clients can depend on us for proactive communication about their portfolios in the format best suited to them – phone, email and/or in-person meetings. Along with regular portfolio updates, we provide timely commentary and insights to help our clients better understand the markets.

Our client service is supported by sophisticated compliance and reporting systems.

Our institutional clients include corporations, healthcare organizations, higher education and nonprofits that face the challenges of managing cash reserves.

James Nelson

James Nelson

Client Account Manager
26 years experience

Phone: 612.303.3274