Leaving a lasting legacy
We serve institutional clients such as non-profits, foundations and endowments. If your organization has more than $3 million in assets and you are asking these questions, we should talk:
- Am I meeting my fiduciary responsibilities?
- Does our investment policy statement reflect the needs of our organization?
- Are our assets appropriately diversified to meet our specific risks and returns?
- Are there any conflicts of interest or prohibited transactions with our current investments?
- Could we be doing better?
Contact us for a complementary, no obligation review of your existing investment policy statement and assets.
We help our clients implement strategies to effectively manage their portfolio, stewardship duties and spending policy needs.
