We know your needs are unique. We’ve served many foundations, endowments, and retirement plans, so we understand your challenges. We’re keenly interested in helping you advance your mission, providing you with the stable financial footing to give flight to your purpose, now and for years to come.
We offer the following capabilities:
- In-depth discovery, Investment Policy Statements, and plan documents
- Spending analysis and budgeting
- In-house and third-party investment manager research
- Asset allocation
- Quarterly reporting/rebalancing
- Board, committee and staff education
- Fundraising
- Fiduciary responsibilities