Our team works hard to assess the unique characteristics of each endowment/foundation with respect to the investment portfolio, cash flows, and spending policy. We strive to add value using state of the art industry resources and strategic thinking for the not-for-profit and academic communities. Once we have gained a deep understanding of our clients’ current situation, we develop a step-by-step process to create a custom tailored investment program.

Types of Clients Served:
Community
Private
Religious
Healthcare
College/Fraternal
Museums and Libraries

Our Expertise:
Endowment
Foundation
Planned gifts
Trusts
Retirement Plans
Funded Depreciation Operating Accounts