Charities, Endowments and Foundations

Investment officers and investment committees at nonprofits face big challenges today—complex capital markets, tough regulatory oversight, high donor expectations and, in the coming years, lower expected market returns. We work with nonprofit institutions, large and small, to help them overcome these challenges.

We seek to relieve investment committees of some of the heavy fiduciary burden weighing on them. We serve clients in a variety of ways, from fully discretionary relationships to situations where we act in a more consultative role. While every client and every relationship is different, our pledge is always the same: To help our clients achieve their investment objectives and empower them to fulfill their organizational missions.

If you have concerns about the challenges facing you today, give us a call to discuss solutions best for you.