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.
Our investment process for institutional clients includes:
Award-winning wealth managers in-house, as well as a rigorous process to select from hundreds of independent money management firms
Exploration of the full investment universe, from stocks and bonds to alternative investments, to construct your individual investment strategy
Advanced portfolio monitoring that weighs individual objectives alongside quantitative and qualitative performance analysis
Our services for institutional clients include:
Outsourced Chief Investment Officer (OCIO) program providing discretionary management services
Strategic asset allocation combined with disciplined rebalancing process to help meet the objectives of the portfolio
Cash management and cash distributions
In-depth process to design custom Investment Policy Statements (IPS)