We Know You

Understanding your goals is our top priority. We provide the same experienced management whether you are a small nonprofit or large corporation. We work with you to deliver and maintain your personalized investment policy built around your financial objectives and your institution’s long-term goals. As your investment committee membership changes, we’ll be the consistent thread for decision making to make sure everyone stays on course.

We Know the Markets

Drawing on the expertise of our in-house research team and seasoned investment specialists, our goal is to best understand the markets to make sure you are making the most of your money. We provide guidance to your committee with regard to asset allocation, return assumptions and expectations for volatility. We also assist in the selection of individual equity and fixed income plan options or a multi-manager asset allocation strategy.

We’ll Find Your Best Fit

We’ll work with you to design a strategy that aligns your investments with your goals. As registered investment advisors, we aren’t your average broker. We have a fiduciary duty to put your best interests first. We invite you to rely on our expertise. We are here to serve you.