ENDOWMENT & FOUNDATION MANAGEMENT
Driven by your mission, focused on your success
We empower nonprofits, institutions and foundations to pursue their financial objectives and mission-driven goals through innovative investment and advisory solutions.
Our commitment to nonprofits, institutions and foundations
As an independent firm serving colleges and universities, hospitals, museums, community foundations, social service agencies, family foundations and charitable trusts, our clients benefit from the investment experience gained over years of sophisticated endowment-style management, a culture of continuous improvement and a shared set of values and interests.
What we can do for you
We strive to deliver growth that matters to your organization and advance the achievement of your goals across a sophisticated set of solutions.
Outsourced Chief Investment Officer
Comprehensive advisory & administration services
Education & training services
Relationships built on shared values and mutual respect
Managing and advising nonprofits, institutions and foundations is more than our work — it’s our collective passion. We recognize that no two clients are the same. Our investment and wealth strategies strive to reflect our clients’ purpose, passions and priorities. We seek to provide a high level of service that simplifies your organization’s financial picture based on our founding principles:
- Your interests come first, as we operate with a fiduciary mindset
- You will receive responsive and thoughtful service
- You deserve full transparency on performance and fees, and can expect proactive and regular communication
The right fit for your organization
No matter the mission or objectives, your organization has a lot to juggle. From meeting daily deliverables to focusing on long-term success, it takes an experienced team to manage the many aspects of running a nonprofit, institution or foundation. Our integrated approach helps simplify your day-to-day financial matters.
Fulfilling your investment objectives
Focusing on the big picture
Providing unconflicted guidance and advice