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.