An investment firm built around you. 

Working at standard investment firms, we saw how nonprofits and philanthropically minded clients didn’t fit.

So we launched in 2008, designing a client-centric firm custom-made for you.

Get a genuine partner. Feel confidence and clarity about how you are moving toward your goals. Be heard.

Do more. Do well. We’ll help.

Services

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Built for you

Our relationship-based, full-spectrum approach means we address all your investment concerns — even the hard parts like leading family conversations and educating donors.

Transparent

100% of our fees are for our services. We don’t sell products or accept any revenue from managers.  We accept 100% fiduciary responsibility, in writing. We’re ethical because your work matters more than ours.

Strong Process

In-house research. Documented, rigorous, open universe manager evaluation. Crystal clear reporting when you need it, even for donors.
Serious process for serious confidence.

 

Featured Partners

Let’s Talk

 Start a conversation.
We’re happy to share ideas, no strings attached.

Awards

Reach Us

Do more. Do well. We’ll help.

3840 York St, Suite 100, Denver CO 80205

877-296-7110