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Services for Institutions

We understand that institutional investors have distinct objectives, responsibilities, and challenges. Our institutional solutions are built on deep research, rigorous risk management, and a long-term perspective. Whether you’re a Foundation, Endowment, Association, or Nonprofit, we partner with you to develop tailored strategies that align with your mission, manage volatility, and drive consistent, sustainable results.

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Our specialty

For more than 40 years we have partnered with Foundations, Endowments, Associations and Nonprofits to improve their overall strategic outcomes and fulfill their missions. 

Our services include:

Investment Policy Development
Asset Allocation Design
Manager Selection and Portfolio Evaluation
Socially Responsible Investing
Fiduciary Education

How We Work

Investments

  • Money Market Funds
  • US Treasuries
  • Certificates of Deposit
  • Fixed Income Strategies
  • Mutual Funds & ETFs
  • Privately Managed Fixed Income and Equity Accounts
  • Alternative Investments

Consulting Services

  • Investment Policy Development
  • Reserve Policy Development
  • Implementation of Investment Policy
  • Board of Directors Education

Retirement Planning

  • Retirement Plans
  • 401(k), 403(b) Planning
  • Executive Compensation
  • Traditional IRA, Roth IRA, SEP IRA, Simple IRA

Take the first step today

Let’s discuss how we can strengthen your investment program.

Book a consultation