An Investment Firm
For Foundations, Endowments, Nonprofits,

& Mission-Led People


COVID-19 Resources

Over the past twenty years, our team has found it critical to build portfolios with the right characteristics for the investor’s long-term objectives; then, when heightened volatility caused by Coronavirus, Brexit, housing defaults, or other crises affects the markets, discipline and measured responses are the most effective tools.

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.

Strong Process

In-house research. Rigorous, open-universe manager evaluation. Crystal clear reporting. Serious process for serious confidence.


Reach Us

Do more. Do well. We’ll help.

3840 York St, Suite 100, Denver CO 80205



Confluence Philanthropy Mission Investors Exchange Denver Metro Chamber of Commerce