Enhanced Outsourced CIO, Non-Discretionary Investment Advice

Your role as a board member of a foundation or endowment is multifaceted. Your fiduciary responsibilities are to an infinite number of current and future beneficiaries. We understand the nuances unique to foundations: strategic planning, mission alignment, board processes, and committee dynamics.

Collectively, we have over 30 years of discretionary and non-discretionary investment advisory experience. Our strengths lie in asset allocation, portfolio construction, individual stock selection, ESG consideration, diverse manager sourcing and fee minimization.