We work with foundations, endowments, plan sponsors, charities, and family offices

Separately Managed solutions

Our investment team uses proprietary and external research to select individual equity and fixed income securities we believe are the best relative value at the time of purchase. We tailor portfolios to the unique investment goals, risk tolerances, and specific constraints of each client. For more information on our investment process, click here.

Portfolio Monitoring And Communication

Regular communication between our team and your organization is critical to ensuring that investment outcomes match organizational imperatives. Whether through regular performance updates, portfolio risk monitoring, cash flow analysis, or providing information on market conditions and opportunities, we believe it is important that we communicate regularly. We will also offer guidance on an organization’s Investment Policy Statement (IPS) to develop or improve upon existing investment policies and mandates.

Strategic Long-Term Focus

We view ourselves as partners with your organization. Meeting the long-term goals of your organization will guide our investment process. Once we understand the needs and vision of an organization, we can more appropriately recommend an asset allocation to achieve your goals while controlling investment risk.

Manage & provide liquidity for irregular cash flows

Organizational cash flow needs are seldom rigid, and require income generating investments that are dynamic enough to match evolving cash flow needs.  Management of your assets is fully integrated to align with your funding requirements. The securities we invest in are liquid and therefore short-term funding needs can be met with minimal delay.