Institutions – Nonprofits, endowments, foundations, and corporations
A comprehensive institutional investment process built around fiduciary standards of excellence.
The organizations on whose behalf we invest, each have their own unique combination of goals, values, needs, and hopes. No matter the state of the economy or financial markets, we believe the starting place for success is a clear and deep understanding of our clients and what is most important to them.
The individualized attention you receive from us not only flows from our thoughtful and disciplined process but also from our own core values and sense of what matters in the world.
How We Can Serve You
- Investment policy statement development and review
- Asset allocation
- Manager search and selection
- Discretionary investment management
- Spending policy development and review
- Investment reporting and monitoring
- Independent and objective consulting
- Customized portfolio construction including SRI/ESG options