Institutions, Understood

A Guided Path Strengthens Your Mission

Our advisors have deep experience working with tax-exempt organizations especially private family foundations. Well-versed on the challenges facing these organizations, we understand how to help boards and investment committees navigate complex investment and administrative issues. We are skilled at and enjoy being part of a team and serving as partners in the decision-making process.

Institutional Expertise

We bring professional management to the often underserved foundation market of $250 million and under in assets. We provide comprehensive investment advice as well as assist clients in cash planning, responding to regulatory changes and facilitating organizational transitions. We take an active role in helping foundation staff implement approved investment changes and address requests throughout the year from other professional advisors including attorneys and accountants.

Optimal Size

Our firm's size and experience works to your advantage. We offer the experience and depth of a large firm with the flexibility and customization of a boutique. Our asset base commands attention from investment managers whom we regard as exceptional, but we are not too large to preclude us from working with managers with strong track records and limited investment capacity.

Responsive Service

Every client has open access to our senior investment leadership. We also provide clear, concise and timely communications to guide strong decision making and support boards in fulfilling their fiduciary responsibility.