Institutions & Nonprofits

We support trustees of institutions, nonprofits, endowments, and foundations with investment management consulting and fulfilling their Fiduciary responsibility. Institutional portfolios require a balance of long-term growth, risk management, and governance discipline. We bring a structured, process-driven approach to help organizations meet their financial objectives while fulfilling their mission.

HOW WE HELP

INVESTMENT POLICY & GOVERNANCE

  • Investment Policy Statement (IPS) Development
  • Investment Policy Consulting
  • Spending Policy Development
  • Governance & Decision-Making Support

PORTFOLIO STRATEGY

  • Strategic Asset Allocation Studies
  • Asset/Liability Analysis
  • Public Market Investment Consulting
  • Private Market Investment Evaluation
  • PRIs, MRIs & Impact Investing Analysis
  • Foundation, Endowment & Planned Giving Support

MANAGER OVERSIGHT

  • Investment Manager Search & Selection
  • Investment Manager Review
  • Ongoing Investment Manager Due Diligence
  • Institutional Performance Reporting
  • Performance Attribution Analysis

OPERATIONAL OVERSIGHT

  • Defined Contribution (401(k), Profit Sharing) Consulting in a 3(21) or 3(38) Fiduciary Capacity
  • Defined Benefit Plan Consulting
  • Vendor Reviews & Searches
  • Custodian & Trustee Searches
  • Fiduciary Oversight & Guidance

Our Process

U

Define

We begin by understanding your organization's mission, investment objectives, spending needs, risk tolerance, and governance responsibilities.
l

Structure

We develop a disciplined investment framework through policy development, asset allocation studies, and fiduciary best practices.
i

Implement

We help bring the strategy to life through manager selection, direct investment management, and ongoing coordination across all investment partners.

Oversee

We provide ongoing due diligence, investment oversight,  performance reporting, and fiduciary guidance to support informed decision-making.

Sustain

We continuously evaluate strategy, governance, and portfolio outcomes while providing trustees with a trusted advocate focused on long-term sustainability and mission impact.

Let's Start a Conversation.

Managing institutional assets requires balancing financial objectives with organizational priorities. Let's discuss how disciplined oversight and fiduciary guidance can help support your mission.

Contact Us
Meet Our Team

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INDIVIDUALS & FAMILIES

For individuals and families seeking clarity, structure, and long-term wealth planning.

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BUSINESS OWNERS & ENTREPRENEURS

For business owners and founders at every stage, whether growing a platform or preparing for an exit.

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FAMILY OFFICES & COMPLEX FAMILIES

For families with increasing complexity who need centralized coordination and oversight.

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RETIREMENT PLAN SPONSORS

For plan sponsors seeking fiduciary oversight and better participant experience and outcomes.

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C-SUITE EXECUTIVES

For executives with a high concentration of single stock looking to diversify.

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