An Investment Firm
For Foundations, Endowments, Nonprofits,
& the People Affiliated with Them
We’re a different kind of investment firm.
We’re built to fully support investing strategy and implementation for foundations, endowments, nonprofits, and mission-driven families.
Do more. Do well. We’ll help.
Built for you
A relationship-based, full-spectrum approach advising on all your investment concerns.
We don’t sell products or accept any revenue from managers. We share fiduciary responsibility.
In-house research. Rigorous, open-universe manager evaluation. Crystal clear reporting. Serious process for serious confidence.