Our Approach
Growing your impact
As outsourced chief investment officers, we build and deliver investment solutions tailored to the unique needs of your organization. Our objective-based portfolios are constructed to meet your essential obligations while aspiring to increase your long-term giving power.
Essential, Market, Aspirational
We take a three-tiered approach to helping you manage the growth of assets that benefit communities and causes.
Essential: Fulfill your annual giving obligation while ensuring you cover your operating costs.
Market: Keep up with inflation so that you can preserve your real value.
Aspirational: Reach beyond achieving your essential and market objectives and grow your impact over time.
Bespoke Solutions
Customizing your Portfolio
We provide customized solutions specific to foundations and endowments. Our experienced and knowledgeable team has years of experience crafting portfolios that address your unique and complex needs, including risk, and after fee/after tax returns.
Long-term approach
Crafting your Legacy
We work with you to determine your long-term objectives, then collaborate to build a portfolio that aligns targeted net returns with desired goals and appropriate risk.
Bottom-up portfolio construction
Building your Foundation
Rather than the typical top-down approach to investing, we draw upon the institutional experience and insight of our team to recommend investment opportunities that may yield greater long-term returns.
