Institutional Guidance As Enduring As Your Mission
Foundations and endowments have a vision to achieve and board members who need answers — all while operating within strict risk parameters.
Our team leverages extensive resources while overseeing $1+ billion in AUM for many of Washington D.C.’s most prestigious institutions.
As of 12/25
How We Help
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Creating or refining Investment Policy Statements
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Establishing frameworks for minimum distribution requirements
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Implementing Governance best practices
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Managing cash and liquidity for operational overhead
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Integrating values-oriented investments (e.g. ESG and faith-based) into your institution’s custom portfolio
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Managing 401 (k), 403(b), Taft-Hartley Annuity and other defined contribution plans
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Reducing liability and risk
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Employee Retirement Income Security Act (ERISA) reporting
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Managing defined benefit plans
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Educating and training Board members on an on-going basis
How do you know if your mission in life is finished? If you're still alive, it isn't.
Our Process for Institutions
Since you need approval from multiple parties (in addition to multiple layers of compliance), we invest considerable effort to help generate a strategy worthy of your mission.