100% Mission-Driven FocusWe work with nonprofits and charitable-minded private clients. Join the Club
Finally, an advisor who gets your issues.
Our clients include public and private foundations, public charities, independent schools, religious-affiliated groups and private clients interested in using assets for good & for growth.
If you want to do well to do good, let’s talk.
Our unique focus means we are set up to help with more than basic investment strategy.
We’ve been there, seen that — and are happy to share.
$1.6 Billion Assets Under Management
1/2 Private Clients. 1/2 Nonprofits
How We Help Beyond Investing
Our unique set of clients need more than abstract investment advice. You need help being an excellent steward of assets for others. So we built a client-focused business that helps with all of it.