Our principals serve on numerous non-profit Boards of Directors and support dozens of philanthropic organizations.
Our experience as investment managers and philanthropists puts us in a unique position to advise your team in the creation and execution of your organization’s financial plan.
Our advisor – manager model provides your team with the insights and transparency that align with the highest fiduciary standards.
We understand the challenges inherent in balancing grants and resources and build investment portfolios tailored to your organization’s objectives.
SERVICES OFFERED
Investment Policy Statement Development
Asset Allocation
Portfolio Construction
Outsourced CIO
Investment Committee Support Including Performance Reporting
