Working with Non-Profits, Foundations and Institutions

We offer institutional quality, discretionary management solutions for non-profits, foundations and institutions. Portfolios are structured and managed to follow your organization’s Investment Policy Statement which sets the portfolio’s return goals and performance benchmarks, identifies risk parameters, describes short- and long-term cash flow needs and includes details on all investment criteria.

  • Institutional-caliber investment management based on years of experience
  • Cost control techniques strive to keep transaction costs low to help boost portfolio performance
  • Disciplined portfolio oversight guided by a written Investment Policy Statement
  • Access to the knowledge and resources of our professional team