Our hands-on, proactive approach to customizing investment plans leverages both traditional and alternative investments, while factoring in the demands of an Institution’s spending policy, cash flow needs and operating budget. Each portfolio is specifically tailored to the client’s unique mission and operating situation.
With 70+ years of combined experience, our team has developed resources throughout the industry that allows us to provide thoughtful, unique opportunities to further build out custom solutions for our clients’ portfolios.
Communication and transparency are the cornerstones of our service philosophy. We believe our clients should have a complete understanding of the investments within their portfolio, the process and reasoning for those investments and full knowledge of all fees associated with the management of their portfolio.
Our firm is free of all conflicts as we operate only on an advisory fee basis with no acceptance of commissions or finders’ fees. Our sole revenue stream is derived from the advisory fee billed to our clients on a quarterly basis.