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Kristina Van Liew, Erik Oiler and Linda Stephans (proper).
Brandon Wyche / Courtesy of Morgan Stanley
Crew Title: Stephans Van Liew and Oiler Group
Agency: Graystone Consulting from Morgan Stanley
MS
Senior Members: Kristina Van Liew, Linda Stephans, Erik Oiler
Location: Chicago, IL
Crew Custodied Belongings: $8 billion
Forbes Rankings: Prime Wealth Administration Groups Non-public Wealth, Greatest-In-State Wealth Administration Groups
Background: Linda Stephans and Kristina Van Liew first started working collectively whereas at Northern Belief
NTRS
Aggressive Edge: Van Liew cites her staff’s function as an early pioneer within the influence investing discipline a number of a long time in the past as a major aggressive benefit. “We have now a easy objective—attempting to assist households and huge endowments to develop not solely their monetary capital but additionally their social capital,” she says. “We‘ve been lucky to have a entrance row seat but additionally a loud voice as this entire space of specialization has continued to evolve.” The overwhelming majority of the staff’s $8 billion in managed property are invested in a means that aligns with a consumer’s values or social and environmental priorities. Producing a constructive social or environmental influence with consumer property could also be far more time consuming work and likewise requires extra specialised sources and a really holistic strategy, nevertheless it really creates higher efficiency and draw back resilience for shoppers over the long term, the companions say.
Funding Philosophy/Technique: The staff makes use of a complete funding philosophy that depends on closely personalized applications constructed from the bottom up for every consumer. “The objective is to ship on each ends—reaching monetary outcomes but additionally transferring the needle for social and environmental causes shoppers care about,” says Van Liew. “Our elementary philosophy is absolutely primarily based round an endowment mannequin that embraces strategic asset allocation initially with an emphasis on broad diversification.” For some rich shoppers, that will imply public investments, whereas for establishments, the staff could use a wide range of complementary personal market or different investments, for instance. The staff additionally doesn’t handle cash themselves, as an alternative doing the due diligence to hunt out specialist third occasion managers in each asset class—with over 400 supervisor conferences final yr alone. “Discovering these best-in-class third occasion managers has actually helped our shoppers climate uneven and unpredictable markets,” provides Stephans. “Our precedence is to know and reply to every of our shoppers’ distinctive and particular wants in a collaborative and academic spirit that’s absolutely personalized and places the shoppers on the heart.”
Funding Outlook: Each companions emphasize how vital it’s to deflect the noise of the second and keep centered on a long run strategic plan. “We predict the highway forward will stay difficult for a time period earlier than it will get higher,” says Van Liew. “We do anticipate charges to remain larger for longer and that is one thing that the market has not absolutely digested but.” The staff predicts that volatility gained’t go away anytime quickly with seemingly a extra muted outlook for public equities over the following a number of years. “We’re specializing in managers who’re high quality oriented—supervisor choice has been our golden ticket,” says Van Liew, whereas Stephans provides, “it’s vital to be nimble and be ready to navigate continuous change.”
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