Nonprofits, Endowments and Foundations

Are you responsible for helping steward the resources of a private nonprofit, endowment or foundation? We welcome a conversation about its mission, goals, and opportunities.

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Our experience includes providing objective investment guidance to institutional investors to preserve and enhance their assets for the future. We offer a range of investment consulting services from Investment Policy Statement creation and implementation, strategy development, investment research, reporting, and investment oversight. Our institutional clients have a minimum of $10MM investable assets.