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.
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.
![First Security Building](/static/a3fe151fa8eeae7d964ba703be652ad0/3595f/ccm-bespoke.jpg)
Customizing your Portfolio
Crafting your Legacy
![First Security Building](/static/a42cc6ba8ab2ce1eefd25a46ccd1fcb5/3595f/ccm-long-term.jpg)
![First Security Building](/static/181125054f80df5c54b7b51c3c08aaed/3595f/ccm-bottom-up.jpg)