Understanding the needs of the institutional investor

Mission-based, not-for-profit organizations have a unique mandate; preservation of assets and proper stewardship of funds, with clear and regular reporting, are critical.  As independent investment counselors, we are uniquely suited to the task and have extensive experience providing long-term, stable and reasonable growth to colleges and universities, hospitals, 501c(3) charities and associations.

We establish a direct relationship with your organization’s trustees and board members, and our objective, conservative management of scholarship funds, endowments and charitable trusts is always well documented. In our fiduciary capacity, we are the agent to the trustee in matters of investment management, as well as charitable trust and gift annuity administration.

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