Working with both public and private foundations and endowments, we go beyond basic portfolio management theory to make strategic adjustments aimed at long-term growth and risk management, while staying true to the mandates and objectives of each foundation and endowment.
As an independent firm, we have access to a remarkable variety of investment resources for non-profit organizations, but without the conflicts of interest and added fees that can complicate wirehouse and bank relationships.
We rely on a time-tested, disciplined investment process that has enabled us to manage both corporate defined contribution plans and defined benefit retirement plans throughout our 50-year history.