“Help thy brother’s boat across, and lo! thine own has reached the shore.”

- Hindu proverb
- how we can help-

We understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission in the years to come.

Our team serves as an extension of the investment committee and provides critical support in helping to fulfill fiduciary responsibilities. Our advisors tap into our extensive resources and conduct objective research to find investment opportunities that we believe are worthwhile, align with your values and contribute to the sustainability of your foundation.

We’re as deeply invested in your foundation’s success as you are.

Our relationship with you and your organization is ongoing, and we are diligent in monitoring and rebalancing portfolios to help ensure they stay consistent with your long-term goals.

  • Due Diligence and Research
  • Selection of Institutional-Class Managers
  • Investment Policy Statements
  • Portfolio Management and Rebalancing
  • Spending policy needs, portfolio reviews and stewardship documentation
  • Knowledgeable support and guidance on regulatory standards
- insights for foundations and endowments -
April 30, 2021

For the Love of Libraries

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April 21, 2021

How 10 Minutes on LinkedIn per Day Can Boost Your Business

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April 12, 2021

Bruce Valliant Appointed to Raymond James' Sustainable Investing Advisory Council

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