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.
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.