Advisory services offered by Victory Capital Management Inc., an SEC-registered investment adviser.
What differentiates us
We understand complex client positions, objectives and challenges from a variety of perspectives because our experience spans the asset management spectrum. From asset owner to consultant to portfolio manager and securities analyst, our team is distinctively positioned to focus on the individual needs of our clients. Our role as both an asset allocator and selector allows us to understand and approach investment outcomes from a perspective similar to our clients.
As part of a large asset manager with multifaceted management teams possessing strong fundamental skills, we are able to access a broad array of specific insights to deliver unique and customized solutions.
About Victory Capital Solutions
- A diverse combination of expertise in manager selection and oversight, asset allocation, active management, product engineering/design, and risk management
- Our 15-person team includes seven CFA® charterholders with a combined 49 years of manager oversight experience and 67 years of multi-asset management experience
- Expertise in both active management and manager selection/evaluation allowing us to leverage insights needed to build successful multi-manager solutions
Victory Capital Solutions Team
Mannik Dhillion, CFA, CAIA
President, VictoryShares and Solutions
Scott Kefer, CFA
Senior Portfolio Manager
Lance Humphrey, CFA
Portfolio Manager
Elie Masri
Portfolio Manager
Lela Dunlap, CFA
Associate Portfolio Manager
Kevin Bales, CFA
Associate Portfolio Manager
