The Opening Bell- October 18, 2023

News & Commentary

Nov 16, 2023

Last month members of our team attended a due diligence conference with one of our external investment partners, Victory Capital. We were able to visit with portfolio managers, thought leaders and other advisors to collaborate on capital allocation ideas and best practices for our clients in today’s market environment.

As an independent firm, we believe our ability to have open conversations with thought leaders across Wall Street provides a strategic benefit to our investment process. We always enjoy these meetings because we walk away from it more knowledgeable. Most importantly, it helps drive our decision making as it pertains to our clients’ capital. We were also thrilled to join them for the iconic opening bell ceremony at the Nasdaq MarketSite in Times Square on Wednesday October 18th!


Get Started