"Helping mitigate downside risk is the bedrock of our decision-making."
Brian Devane
About Brian Devane

Customized institutional and private client investment services

My group navigates the balance between institutionally focused investment management for corporations and private clients.

Our approach is grounded in the belief that asset allocation should drive the majority of the investment experience. We forge a relationship with you based on building trust, formulating a strategic investment plan and enhancing your personal experience.
Drawing on our years of experience in asset management, commercial banking and the debt capital markets, we offer investment services to defined contribution and defined benefit pension plans, working closely with retirement plan administrators and recordkeeping entities to address their complex objectives. Our experience in the nonprofit and hospital communities enables us to structure sophisticated strategies similar to those employed by larger organizations. We emphasize downside risk management. Asking "what could go wrong?" is the bedrock of our decision-making.
We also work with private clients, beginning with an in-depth assessment of your situation, followed by a customized asset allocation and portfolio that encompasses your time horizon, risk tolerance, liquidity needs and tax and regulatory requirements. Cultivating a culture of trust based on respect, understanding your feelings and objectives and adding value, we harness the entirety of our experience to offer guidance on the things that matter most to you. Our mission is to help you stay on track and adhere to your long-term plan during periods of market fluctuation, so you can make decisions based on our strategy rather than on your emotions. We further refine your experience by implementing planning techniques to assist in tax mitigation, trust and estates and retirement planning.
Being responsive and keeping our word are our most paramount values. We have built our reputation based on one client at a time, and the deep relationships we have forged with institutions, individuals and their families are our lasting legacy.

Meet Our Team

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.