Does your investment strategy represent your mission?

Thoughtful, comprehensive advice. Long-term perspective. No surprises.

These principles guide Phillips & Company in the service of our institutional clients. Founded in 1992, we are an independent, SEC-registered investment firm. We operate in a unique thoughtful manner that enables us to make decisions solely based on our clients’ objectives. We subscribe to a ‘no surprises’ investment philosophy where frequent and open client communication is paramount.

We offer our unique consulting approach to institutional investment management that requires the following:   

• Committee Engagement in Strategic Asset Allocation
• Governance Alignment
• Accounting and Reporting Services
• Liability Driven Allocations
• Capital Markets Expectations
• Asset Allocation and Manager Selection