who we serve

Our client community

Stone street

Our decades of experience leading large endowments and foundations give us unique insights into the management of multi-generational capital

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We partner with educational institutions, including colleges, universities, and independent schools, aligning portfolios with institutional operating needs.

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We enable private, operating, and community foundations to provide programmatic support for environmental, social, and cultural missions.

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Family offices and wealth advisors

We engage with family offices and wealth advisors seeking differentiated access to private markets and other unique alternatives.

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Other long-term investors

We invest for sophisticated sovereign wealth funds, healthcare organizations, operating companies, and others with distinct investment objectives and long time horizons.

Our clients1

Case studies

Leading by example: How one foundation mobilized its assets to advance diversity and equity

The 16th oldest community foundation in the United States, the Winston-Salem Foundation partners with individuals and organizations to improve the quality of life in Forsyth County and beyond.

Connect with us

Let’s start a conversation about how we can help.

1 Representative client list, not inclusive of all client names. These clients have not been compensated or incentivized in any way for being included on this list. Inclusion does not constitute an endorsement. Client experiences may vary.