WHO WE SERVE

       
We understand the unique needs of endowments and foundations.

Our distinctive combination of commitment, resources and expertise can help your organization achieve its goals.

We have a long history of serving the special needs of not-for-profit organizations. We understand that multiple constituencies contribute to an endowment or foundation's success, and are experienced in supporting the requirements and concerns of each, from board members, to professional staff, to external auditors or other key contacts. In working with our clients, we approach our role with a fiduciary mindset, by putting the organization's mission first. Working in partnership, we contribute our expertise, capabilities and commitment to help not-for-profits achieve their goals.

Our clients benefit from expert strategic asset allocation guidance as well as deep experience in developing investment and spending policy plans that align appropriately with an organization's overall objectives. We offer access to exceptional investment capabilities across broad asset classes and styles, with a disciplined focus on consistent adherence to strategic intents.

Drawing on extensive asset servicing and information reporting resources, we provide full custody and reporting capabilities as well as specialized administrative services. Whether customizing our information delivery to a specific organization's needs, assisting with cash flow processing and accounting, or sharing our fiduciary knowledge, you can be assured of thoughtful and expert support.

For more information, please Contact Us.

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