Fund today's priorities while maintaining long-term financial stability.
Most foundations and endowment funds have a problem:
You need cash flow now – to supplement operations or meet gifting objectives – but accessing that income means sacrificing future growth.
We work with you in a fiduciary capacity to create an asset allocation plan that attempts to solve this problem by meeting both needs.
So you can access what you need now. And make sure your institution is still set for the future.
Whatever that looks like for you.
Institutional services that consider your needs
If you’ve got a financial concern, we can help you brainstorm a solution and work with you to see it through.
- Strategic asset allocation and investment management
- Financial consulting and problem-solving advice
- Alternative portfolio management
- Adherence to your organization's investment policy statement
- Drafting new investment policies that express your needs and intentions
- Audit support
- Ad hoc requests
- Quarterly investment reports
- 24/7 online access through our customizable portal and your custodian
- Regular in-person meetings and easy access to your investment advisor
*Note: additional services available. Meet with us, tell us your financial concerns, and let us help brainstorm solutions and strategies that work for you.
Still Exploring Your Choices?
Start with our free guide—a practical, step-by-step resource designed to help you choose the right investment advisor for your nonprofit.
Grow your Institutional Wealth with Evidence-based Investment Strategies
Stop the underperformance cycle
Index funds and exchange-traded funds help us ensure diversification, low costs, and long-term performance in line with your expectations.
A long‑term indexed portfolio helps you avoid the costly cycle of hiring yesterday’s top managers and firing them when they underperform.
Find answers to your financial questions
Institutions have a laundry list of financial responsibilities to consider (budgeting, promoting, fundraising, presenting) and boards to answer to.
Get access to financial experts you can count on to brainstorm solutions and consult on almost every financial issue you face.
Capitalize on improvements over time
We continuously analyze and rebalance your portfolio to align with your investment policy guidelines.
We also perform due diligence on new assets and securities to find new and evolving ways to improve your portfolio.
Institutional investment management that works with your intentions
- Access a team with real institutional investment experience
- Balance your current cashflow needs with future growth
- Manage the cycle of underperformance
Put real investment advice to work for you.
Financial Insights That Matter
The Changing Face of The Investment Industry
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