Support Your Mission by Investing for the Long Term


A well-managed investment portfolio should support your mission for years to come. However, the reliance on this pool of capital can make your institution vulnerable to adverse events. 


By working closely with your organization, we can help you gain a more strategic perspective on governance processes and implementation considerations — ensuring the checks and balances necessary to support successful investment execution. Our solutions feature:


  • A team that partners with you. Our dedicated endowment and foundation practice team has extensive experience working with many types of not-for-profit organizations. We understand industry best practices and tailor investment solutions so that they are designed to meet your unique operating circumstances, tolerance for risk, and spending needs.
  • A focus on effective, efficient decision-making. Our portfolio construction, monitoring, reporting, and communication philosophies are all focused on helping you make effective decisions, efficiently. That’s because everything we do is designed to help you meet your investment goals and support your mission.
  • A full suite of services. From investment research to advice to delegated solutions, we offer a full suite of services specially tailored for endowments and foundations. Discover all we have to offer to help drive your long-term investment results.






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