Deep Resources

Many Experts Stand Behind Your Advisor

Sup­port­ing your advi­sor is an exten­sive team of ana­lysts, account ser­vice staff and invest­ment research experts. We are part of a cor­po­rate fam­ily whose roots go back 100+ years. This is the sup­port net­work that allows your advi­sor to focus on you.

The seven mem­bers of our invest­ment man­age­ment team hold seven mas­ters degrees, four Char­tered Finan­cial Ana­lyst® des­ig­na­tions and aver­age more than 15 years in invest­ment and port­fo­lio man­age­ment. Every invest­ment vehi­cle we use has been through a rig­or­ous due-diligence process, includ­ing pro­pri­etary, quan­ti­ta­tive mod­els designed to help us eval­u­ate the rel­a­tive risk and his­tor­i­cal char­ac­ter­is­tics of each invest­ment alter­na­tive. This same team is respon­si­ble for ongo­ing mon­i­tor­ing of invest­ment choices.

Their invest­ment rec­om­men­da­tions are over­seen by our Invest­ment Com­mit­tee, mem­bers of which, in turn, hold three CFA® des­ig­na­tions and aver­age 23 years in invest­ment selec­tion and monitoring.

Unique to a firm with insti­tu­tional resources, our invest­ment team is also the invest­ment advi­sor for many retire­ment plan clients of The Stan­dard, rep­re­sent­ing the finan­cial futures of hun­dreds of thou­sands of indi­vid­u­als. The team also man­ages Stan­dard Insur­ance Company’s fixed income secu­rity port­fo­lio, help­ing Stan­dard Insur­ance Com­pany to achieve a Stan­dard & Poor’s finan­cial strength rat­ing of AA– (Very Strong).