An Investment Firm
For Nonprofits & Mission-Led People
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 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.