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Nonprofit Institutions, Endowments and Foundations

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No matter the complexity or needs, youโ€™ll receive strategies and comprehensive services to help meet your objectives.

Tactical asset allocation is the cornerstone of every portfolio.

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Managing your assets for the long-term growth of capital fundamentally driven by your needs and objectives is our main focus.

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Man talking to client at desk. Man talking to client at desk.

The legal landscape is constantly evolving.

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Our team takes a proactive approach to stay abreast of and adapt to those changing laws and regulations and provides appropriate strategies to help meet your specific needs.

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  • Investment management
  • Manager selection
  • Investment policy statement review and development
  • Donor and gift administration
  • Comprehensive reporting
  • Master custodian
  • Online portfolio access and eStatements

We consistently evaluate the market environment.

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On a monthly basis, we determine which asset classes and styles have potential to offer a better risk/return opportunity. As a result, we take advantage of market opportunities by overweighting or underweighting those various asset classes and/or styles as deemed appropriate, within the context of your objectives.