Foundations & Charities

As the fiduciary partner to institutional investors, we focus on the goals that pertain to their institutions, organizational strategies, risk management and budgets.

We support and enhance charitable organizations’ boards and investment committee’s missions 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.

As the fiduciary partner to nonprofit organizations, we are aligned, and work within their 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 charitable entity’s core mission.