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.

The stability of our firm and the continuity of our people allow us to build enduring relationships with foundations and other not-for-profit organizations. Based on a thorough understanding of your organization’s mission, values, and resources, our goal is to help you strengthen your financial position and respond to new challenges and opportunities.

Our investment process is based on a transparent and continual dialogue among trustees, board members, and their portfolio managers. By drawing on our strategic asset allocation capabilities and proven research expertise, we design customized portfolios and financial guidance for every step of the organization’s growth.