We were founded on the principle of discipline. Our focus has been, and will continue to be, providing systematic solutions fueled by investment science.
We continue to evolve our capabilities and technology so we can apply ingenuity to solve client challenges. While doing so, we remain grounded in our quantitative approach and seek to maintain an authentic and vibrant culture.
Through the years we’ve added talent and strategies to expand on our deep expertise and better serve the investment community. With offices in Seattle, Minneapolis, Westport and Australia we now have a global team of over 350 employees.
By the Numbers
Assets Under Management Across Wealth
Management and Institutional Clients*
Average Industry Experience
of Our Portfolio Managers
Across 2 Investment Centers
Across 5 offices
*As of 3/31/2018
AUM includes the assets of Parametric Investment & Overlay Strategies and Parametric Custom Tax-Managed & Centralized Portfolio Management.