We specialize in working with endowments, museums, foundations and other non-profits' Executive Director, Chief Executive, Financial and Investment Officers as well as the Board of Directors/Trustees as the focus of our expertise. How can we assist you in the stewardship of your organization today?
Specializing allows the firm to provide the highest levels of service expected by our clients.
Our revenue is earned exclusively from fees paid by our clients. We do not receive any finder’s fees, commissions, 12b-1 fees, or other payments from investment managers or other industry providers.
We are committed to providing our expertise and first-class service to our clients.
Our consultative approach to working with clients allows us to provide customized services meeting their specific needs and goals. Serving each client individually rather than through a cookie cutter approach is central to fulfilling our mission.