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.

First Security Building
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.
First Security Building
First Security Building
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.
Salt Lake City
(801) 521-3100
111 S. Main Street, Suite 2350
Salt Lake City, UT 84111
New York City
(801) 521-3100
152 W 57th St, Suite 16N
New York, NY 10019