Leaving a lasting legacy

We serve institutional clients such as non-profits, foundations and endowments. If your organization has more than $3 million in assets and you are asking these questions, we should talk:

  • Am I meeting my fiduciary responsibilities?
  • Does our investment policy statement reflect the needs of our organization?
  • Are our assets appropriately diversified to meet our specific risks and returns?
  • Are there any conflicts of interest or prohibited transactions with our current investments?
  • Could we be doing better?

Contact us for a complementary, no obligation review of your existing investment policy statement and assets.

We help our clients implement strategies to effectively manage their portfolio, stewardship duties and spending policy needs.