We have managed assets for nonprofit organizations since 1977. The investment needs and philosophies of the institutions we serve have evolved, but our focus on providing superior results for clients has never wavered.
We offer multidisciplinary solutions for endowment, foundation, and high-net-worth clients across a wide spectrum of equity, fixed income, and multi-asset investments, including absolute return, benchmark-aware, long-only, and long-short strategies.
Our approach to investing for nonprofits is holistic. We provide asset growth solutions but also consider the liabilities or funding obligations that nonprofits must address in their investment policies.