In May, we traveled to New York City to attend a due diligence meeting—an important part of how we stay current and make informed decisions for our clients. By meeting directly with investment managers and evaluating strategies firsthand, we ensure our advice is grounded in up-to-date, high-quality insight.
This trip also gave us the opportunity to bring our daughters along, blending our professional responsibilities with meaningful family time. Outside of meetings, we enjoyed tea at The Plaza Hotel, saw Chicago and Moulin Rouge! on Broadway, and strolled through Central Park. We also made time for a classic New York slice and took in the breathtaking views from The Edge—an unforgettable way to see the city from above.
We believe that staying sharp in our field and staying grounded in our values go hand in hand. This experience was a great reminder of why we do what we do—and who we do it for.
