Helping institutions balance short-term demands with long-term objectives
Your vision of success for your institution is yours and yours alone. We help you achieve it by first understanding your mission and goals and then creating and implementing an investment plan to meet your institution's income needs and preserve the purchasing power of your investment portfolio over the long term.
Our investment principles and plans for endowments and foundations include an equity bias, adequate liquidity, prudent leverage, reducing the risk of permanent capital loss and appropriate rebalancing – all with the ultimate objective of achieving your unique goals. We augment our investment offering with additional solutions to enhance the management and operations of your institution so it will thrive.
As an investor who has stewarded our own institution for over 5+years, our unique perspective can help you achieve your organization’s goals over long time horizons.
Long-term, value-oriented investing with the objective of preserving and growing capital
investment solution plans that are value-oriented with the objective of maximizing capital and
profits to help grow your institution and achieve your near- and long-term business goals.
View our investment plan
Trustee and executor services that provide continuity while easing administrative burden
Objective advice to help your organization achieve its goals
Flexible, secured lending to help you implement strategies to achieve your objectives
We are honored to work on behalf of many endowments and foundations. We strive to generate strong risk-adjusted results that enable those organizations to further their work on important causes. We also help these institutions think through critical strategic, operational, and fundraising issues to best position their organizations for long-term success.