Awards
Our services and strategies regularly earn us industry recognition, including PSN’s Manager of the Decade for our All Cap Core, Mid Cap Core and Focus Growth SMAs*, as well as Morningstar rankings†.
* PSN RANKING: These ratings were awarded by PSN on 3/2/2026 in respect of the period 1/1/2016 to 12/31/2025. We do not compensate PSN to obtain this rating. However, we pay compensation to PSN to use their logo in connection with advertising this rating. Please see full disclosure at end of this page.
† MORNINGSTAR RANKINGS: These ratings were awarded by Morningstar on 1/1/2026 in respect of the period from strategy inception to 12/31/2025 (Inception Dates: All Cap- 2/1/1995, Focus Growth - 2/1/2003, Dividend-4/1/2004, Mid and Small Cap - 5/1/2009). We do not compensate Morningstar to obtain this rating. However, we pay compensation to Morningstar to use their logo in connection with advertising this rating. Please see full disclosure at end of this page.
