Improve the Financial Condition of Institutions, Foundations, Endowments, and Not-for-Profits
Your participation in a not-for-profit means you are committed to your organization and our community. You have willingly taken on the responsibility to help it succeed, ensure its future, and make a positive impact on the life of our community. A sound investment strategy is a critical component of achieving that goal.
We are intimately familiar with the challenges that boards face. And, we know very well that the success of organizations like yours helps define the quality of life in our communities. Like you, we believe in our community and its potential. That means our job is to translate your passion into a disciplined, proven, and responsible investment strategy for the benefit of your organization, our community, and our common future.
WE 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.
We provide a clear and transparent investment philosophy that allows the highest fulfillment of a board’s fiduciary obligation over its assets. As fiduciaries ourselves, we have an obligation to act in your best interest at all times. What’s more, we think our mission extends beyond the investment portfolio, and we encourage our clients to think of us as an extension of their organization itself.