Market Insights You Can Act On

I'm Chris Hyzy, Chief Investment Officer. In today's complex world, the ability to achieve goals, dreams, and objectives has never been more important.

Our industry, for many, many years, has used things like benchmarks. We've worried about the stock market direction, where bond yields are going to go to. That whole dynamic has changed. What's most important is, "What are the goals, the objectives, the dreams of clients at any wealth level?"

You start with research at the front end. You move into portfolio construction and rebalancing, asset allocation, and then ultimately portfolio management, utilizing a number of different solutions. And then wrap around all of that in oversight every step of the way, risk management every step of the way, and done through a governance process that's independent, called the Investment Strategy Committee.

Having the ability to have a pulse on what's going on around the world is absolutely critical. There's a difference between insights and information. Insights into asset classes, into economies, into markets, into various solutions. To put it together in the investment process is the only way, in our opinion, to be able to match and hopefully exceed client expectations.

The essence of insights is critical. Professionals that you have from a third party or an expert network basis outside of our firm mixed with the powerful franchise of over 600-plus analysts that we have inside our firm.

Having an investment process that has the ability to completely be customized every step of the way, which allows insights all around the world into the investment process that's flexible enough, but yet disciplined, to be able to match client goals and dreams, is absolutely imperative in today's environment.

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