Foundations & Institutions

The needs of foundations and institutions can be complex and challenging. Guided by your investment policy statement, we help you develop a plan and strategy to meet your organization’s financial goals.

Becoming a Client

Introduction and Discovery Process

Our process begins by listening to you in order to understand the complex nature of your organization and your investment policy statement.

Plan Development

Then we go to work. With a full and deep understanding of your situation, we develop, model, and test ways to meet your organization’s objectives.

Implementation

We communicate our findings to you in plain English without any industry jargon. Once we agree on a strategy, we implement our recommendations in an independent, objective, and unbiased fashion. Fees and expenses are carefully controlled and kept to a minimum.

Reviews and Ongoing Communication

Becoming a client is just the beginning. We communicate regularly to review your organization’s goals and objectives. We monitor, evaluate, and adjust the plan that has been put in place, always adhering to your investment policy statement.

Our Approach

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Experience the Difference in Our Approach.

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