Helping manage the financial responsibilities entrusted to you

As the one tasked with the investment responsibilities of your organization, you seek a partner with experience, knowledge and resources. Our team is well experienced in working with nonprofits, endowments and defined benefit plans, and is able to act as your trusted partner in helping you pursue your goals in alignment with the mission of your organization. Over the years, our team has supported institutions in the delivery of all aspects of investment consulting – from strategy development and investment research to customized performance reporting and oversight.

We will begin by working with you to develop an investment policy statement or review the one you may have in place. The purpose of the statement is to bring continuity to the decision-making process even as committee members and fiduciaries change. We will also endeavor to provide you with information that is both intelligent and timely to help you in the investment decision process.

To pursue your objectives for careful growth and asset preservation, we take a conservative investment approach. We will also address issues such as cash flow management, risk management, tax liability, asset allocation guidance, investment search and selection assistance, performance reporting, analysis and due diligence, and services and education for fiduciaries.

In order to monitor expenses and adhere to a fiduciary standard of care, we will collaborate with your directors, board members and other professional advisors such as trustees, attorneys, CPAs and insurance professionals.