Foundations and Non-Profits

Investment guidance for your organization’s long-term success.

As a trusted advisor to foundations and other not-for-profits, we provide institutional-caliber investment management and support built on enduring relationships.

Foundations and Not-for-Profits
Kids Playing

Building Relationships

By fostering long-term partnerships with organizations and their boards and trustees, we strive to deliver investment expertise to help organizations achieve their mission through all market conditions.

Investment Policy Development

Clearly defined guidelines governing the management of the organization’s assets.
William Blair Financial Researcher

Research Analysis

A rigorous research process that aims to identify high-quality investments for our clients' portfolios.
William Blair Risk Manager

Risk Management

A proactive approach to tomorrow’s challenges.

John Brennan
Head of Investment Counseling
+1 312 364 8274

Ryan DeVore
Director and Head of Private Client Advisors
+1 312 364 8149