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We are passionate investors committed to serving our clients. For more than two decades, our people have stewarded the financial assets of national and international endowments and foundations.
We are a full-service outsourced investment office providing access to investment managers worldwide within portfolios designed to enable our clients to fulfill their missions.
We are distinguished by the investment experience and
sourcing expertise of our team, which give us a unique perspective in identifying attractive opportunities around the world. Sophisticated operations and investor services platforms underpin our investment practice and client support. We are structured to meet the needs of our clients and the demands of global investment markets.
We focus on the nuts and bolts of investment management so our clients don’t have to. After all, global investing is a competitive and complex undertaking requiring the multi-disciplinary efforts of dedicated professionals. From reporting and compliance to accounting and risk management, we work to fit seamlessly into the management environments of our clients.
We serve our clients’ interests. Period. And we know our charge is bigger than achieving an adequate level of return. We are both a fiduciary to our clients’ boards and investment committees as well as a hands-on extension of staff. We're committed to transparent and responsive engagement to make the roles of both trustees and staff easier. Employee-owned and independent, we avoid many of the conflicts inherent in multi-strategy asset managers and those owned by larger financial institutions.
