Wealth Management

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Foundations

A Partner to Further Your Mission

Foundations and endowments are continually balancing the need to grow their resources with the execution of their mission. We understand this struggle and work with our clients to find the right balance.

Non-profit organizations are placing a greater emphasis on controlling fees. We are committed to providing solutions that make sense financially. Our size ensures that access to single and multi-asset class investment solutions are accessible at the most competitive rates.

As your portfolio increases, you can be confident that your assets are managed with best practices. Our team includes dedicated investment professionals that are committed to continuance of your mission.

Tailored Portfolios
Tailored Portfolios

We develop an investment strategy based around your mission and operational goals.

Access to a Network of Specialized Managers
Access to a Network of Specialized Managers

We maintain a network of leading investment managers, which our clients can access through separate accounts, limited partnerships, or institutional share classes.

Sophisticated Reporting
Sophisticated Reporting

We have the capability to provide detailed reporting on all assets, including those held with other institutions.