“Great things are done by a series of small things brought together.”
We serve as the “Outsourced Chief Investment Officer” for trusts, charitable entities, and qualified retirement plans, helping trustees and fiduciaries fulfill their commitments while emulating the best practices of leading endowments, foundations, and pensions. As part of our service, we perform an Enterprise Assessment, focusing on the complex interrelationships between each client’s organizational mission, investment goals, and risk tolerance.
We then design and oversee multi-asset class, multi-manager investment programs tailored to the unique risk, return, and liquidity needs of each client, and assume responsibility for asset allocation, investment manager selection, portfolio rebalancing, risk management, and investment reporting. Our goal is to build enduring partnerships by helping our clients meet or exceed their investment goals while delivering timely thought leadership and proactive client service.