We believe that identifying truly skilled managers who will beat their benchmarks is highly labor intensive and requires a great deal of skill, experience and judgment. This article outlines our six-step process of researching and selecting mutual fund managers.Read More
Advice with Accountability
As the trustee of an endowment or foundation, you are tasked with an extraordinary responsibility to fund short-term needs while creating a financial cushion to support the institution through changing times. As your fiduciary partner, we help you navigate these complex and volatile markets, balancing capital preservation with long-term growth. Our collaborative approach combines the objectivity of a consultant with the agility and accountability of a discretionary manager.
Our relationship-driven service model ensures proactive attention and clear communication. With over 20 years of experience working with nonprofits, we can help you address a wide range of challenges, from investment policy creation to educating your board on investments and industry best practices.
Investment Experience and Risk Management
We believe your long-term interests are best served by making decisions based on careful research and a disciplined process. With over 30 years of strong risk-adjusted performance, our fundamentally driven approach seeks to balance our long-term outlook—and your goals—within a defined level of risk for each portfolio.
We have made a significant commitment to independent research. The cumulative insight of our dedicated in-house research team allows us allocate your investment assets by balancing the opportunities and risks in the current investment landscape based on a full spectrum of foreseeable outcomes. Each portfolio reflects the opportunities of the investment environment and is designed to best meet your organization’s investment goals.