We support and enhance a foundation’s board and investment committee’s mission in overseeing the capital in which they have been entrusted.

One of the strengths of our platform is we offer tailored strategies to manage risk, while maintaining sound financial targets as we monitor both short-term and long-term goals. With access to institutional quality investments and managers, in both public and private markets, our solutions are thorough, with a well-established track record in each asset class.

As a foundation’s fiduciary, we are aligned, and work within a foundation’s investment policies and governance, as we focus on execution and stewardship. With our experience, research and insights, we strive to better align the investment horizon, reduce volatility and solve for future cash flow needs, with the goal of moving closer to fulfilling the foundation’s core mission.