Most total return clients are defined benefit and defined contribution plans or endowments and foundations. Crown Hill focuses on exceeding client objectives by delivering superior returns with low volatility while remaining within client investment guidelines.

We view each client relationship as a partnership. We take the time to listen to our client’s needs and concerns. With our expertise and in-depth knowledge of the needs of total return investors, we work with clients to establish investment guidelines, build portfolios and strategies that meet both their regulatory and investment objectives.

In order to meet the needs of the broadest client group of institutional investors, Crown Hill offers its products as separate accounts as well as pooled funds. Further, we can customize our services for those clients that have special reporting requirements or investment restrictions.

To review some examples of our Asset Liability Management expertise please see the sections on Investment Process and Advanced ALM.