Our administration

Investment administration is a very important aspect of what we do, and many clients judge a firm’s overall aptitude on its administration as well as its investment track record.

The conventional wisdom in the private client industry is to delegate many aspects of core administration such as custody and software development to third party providers. We prefer to retain significant in-house control over a wide number of core functions in the business; these include the ongoing development of our own IT software, as well as key elements of our custody of client assets and client banking arrangements. Computer technology plays an increasingly important role in what we do, and we maintain a high level of knowledge internally. We have developed a wide variety of software purely for our own use, some of which our clients see (like our reporting), and some which just make us more efficient and effective.