Strategic Insight and Tactical Support for Foundations
As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. As your partner, our goal is to guide you – confidently – along the most direct path to your financial objectives.
Our team serves as an extension of the investment committee and provides critical support in helping to fulfill your fiduciary responsibilities. We help our clients implement strategies designed to effectively manage their portfolio, stewardship duties and spending policy needs.
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Through tactical asset allocation, we develop adaptable investment strategies that seek to meet the objectives of your Investment Policy Statement. Our advisors tap into our extensive resources and conduct objective research to find investment opportunities that we believe are worthwhile, align with your values and contribute to the sustainability of your foundation.
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Our relationship with you and your organization is ongoing, and we are diligent in reviewing and suggesting rebalancing investment strategies when we deem appropriate to help ensure they stay consistent with your long-term goals. We’re as deeply invested in your foundation’s success as you are.
Services Include
Due Diligence
and Research
Selection of Institutional-Class Managers
Investment Policy Statement Review
Investment strategy management and rebalancing suggestions
Spending policy needs, portfolio reviews and stewardship documentation
Knowledgeable support and guidance on regulatory standards