Our investment management and
advisory services are customized to support
mission-driven families and foundations.
Our services encompass comprehensive investment management and advisory solutions, offering both discretionary and non-discretionary options to help clients build resilient portfolios aligned with their financial objectives.
Board and Investment Committee education
Investment Policy Statement development and revision
Asset class definitions and return benchmarks
Mission and values integration
Transition planning with legacy assets
Custodian, legal, and tax considerations
Strategic asset allocation
Manager due diligence and research
Market scenario forecasts with stress tests
Active portfolio oversight
Volatility, liquidity, and impairment analysis
Continuous assessment of risk parameters
Manger selection and termination
Quarterly manager meetings
Performance and impact reports
Spending policy redevelopment
Cash flow analytics for liquidity management
Forward-looking projections
We enable our clients to achieve their financial and impact objectives by combining investment and operational excellence with proactive administrative support. We focus on transparency, reliability, and diligent service to ensure a comprehensive investment management experience for our clients.
Meet Our TeamWe take the time to understand each client’s unique goals, values, and risk appetite. Through open and transparent dialogue, we align on expectations and establish the foundation for a long-term, collaborative partnership
We develop a customized investment framework that begins with crafting an Investment Policy Statement (IPS) that governs the strategic asset allocation model, performance benchmarks, impact priorities, and an implementation framework for portfolio construction. Our design process ensures alignment between financial goals and mission-driven outcomes
We execute and provide ongoing oversight to deliver sustained value. By actively managing the portfolios with a disciplined approach, we continuously monitor performance, risk exposure, and market dynamics. Through frequent engagement and reporting, we ensure the investment strategy remains adaptive and responsive to evolving needs
Beyond portfolio management, we empower clients to amplify their mission. Using a Total Portfolio Activation approach, our clients leverage the investment portfolio as a powerful tool to drive transformational impact