Our Institutional Team

We Value The Extensive And Diverse Experience of Our Team Members

Our team brings together an extensive and diverse set of experiences from corporate, financial, academic, and not-for-profit circles.


To partner with organizations in the responsible stewardship of their financial resources. We accomplish this through the disciplined application of proven academic principles of capital management.


To strengthen the financial resources of our partner organizations by garnering market-based returns, avoiding uncompensated risk, and keeping expenses low.

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