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Our Commitment

The financial markets are moving targets, continually giving rise to new opportunities and risks. At M.D. Sass, we look past popular market perceptions to take aim at attractive opportunities others fail to discern.

We founded our firm in 1972 on four basic principles:

  • Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment
  • Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks
  • Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances
  • Our commitment to invest our own capital alongside that of our clients

For over 40 years, we have successfully added value to our clients' portfolios through a growing array of traditional and alternative strategies.

Today, more than fifty M.D. Sass investment professionals tailor a broad spectrum of investment solutions for some of the world's largest institutions, most prominent corporations and wealthiest individuals. Yet our core values and mission remain unchanged. Through innovative thinking, hard work and perseverance, we continuously strive to be the best investment management firm for every client we serve.

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