For Organizations
We help nonprofits and businesses build enduring financial strength and stability.
A financially healthy, vibrant organization can spend more time focusing on what it does best. Our investment expertise helps you get there and stay there.
For nonprofits
We partner with a wide range of nonprofit institutions that need to invest for perpetuity while also funding their day-to-day work. We build long-term partnerships that provide continuity through board and leadership changes.
Our services include:
- Closely cooperating with boards and investment committees
- Consulting on investment policy statements
- Ongoing management of endowments and other investment portfolios
- Reporting that meets your governance requirements
- Management of social responsibility requirements and restrictions.
For small businesses
We offer both investment counsel and discretionary investment management for small businesses.
Our services include:
- Managing business investment portfolios
- Advising on cost-effective retirement plans for employees
Client service
Providing excellent personal client service is essential in everything we do. You will have a dedicated team to help with all your account needs.
