Diligently serving our institutional clients

Whether it’s a nonprofit or a company retirement plan, we offer insightful financial and fiduciary guidance for those entrusted with managing significant assets, giving them the confidence of knowing their responsibilities are being tended to with the highest degree of care.

A common objective is to have a clearly defined investment approach that’s conservative in nature and designed to carefully create growth while preserving assets. The guidance we provide includes the design or evaluation of your investment policy statement, development and management of your investment program, performance reporting, investment and fund manager research and due diligence.

We work closely with retirement plan sponsors and nonprofit organization’s directors, board members and other professional advisors such as trustees, attorneys and CPAs. You can count on us for experienced and prudent financial guidance so you can devote your energy to fulfilling your important mission.