This firm primarily works with institutional clients. The brochure lists various fee schedules for different investment strategies, such as U.S. Concentrated Equity, Classic Large Cap Value, and Global Fixed Income. These fees are calculated as a percentage of assets under management and are typically payable in arrears. Fees are subject to negotiation and may vary based on factors like long-standing relationships or anticipated client additions. Minimum initial investments are generally required to qualify for the listed separate account management fees.
1735 Market Street, Suite 1800, Philadelphia, PA, 19103
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Learn about disclosures →Jonathan is a board member of the Swarthmore Borough Pension Committee since 2017, managing town pension assets, dedicating minimal time. He is also the President of Better Attitude LLC, a fishing charter business, since March 2023, dedicating minimal time.