While many of our clients are intermediaries like advisors, money managers and banks, helping individuals like you meet your financial goals and objectives is ultimately at the heart of everything we do. 

Whether you are one of our high-net-worth clients or one of our clients’ clients, our philosophy and process helps you define what success means to you – and make better decisions to get there.

Mutual Fund Information for Investors

Get detailed information about our mutual funds, including prospectuses, reports, securities holdings, proxy voting reports and risk-return data.