plan, operating environment,
and capital structure when
developing our investment
advice for you. Every
step of the way, we look to
manage your risk.
Creative Solutions. Seasoned Judgment.With over $1.7 billion under advisement, our institutional advisory professionals serve as a strategic partner for a variety of clients, including:
- Not-for-profit senior living communities and hospitals
- Public and private foundations and endowments
- Retirement savings plans
We combine a unique blend of experience, investing acumen, and objectivity with our comprehensive methodology, state-of-the-art technology, and access to investment managers to create portfolios that not only address our clients’ short- and long-term goals, but also work to support and achieve their broader mission and purpose. We have found that our rigorously consistent approach:
- Emphasizes fee transparency
- Maximizes the flexibility to make independent investment decisions
As a result, we’ve been able to build long-standing relationships with our clients – some that are decades long. We invite you to learn more about our approach to providing discretionary or non-discretionary advisory and consulting services and how we believe it differs from that of most investment professionals. Please, contact us today, so we can get a chance to learn more about you too.