Explore investment strategies that help you stay ahead.
Creating a sound investment process for your organization can make all the difference in a volatile market and changing times.
Investment Policy Statement Development
We’ll guide you through a thorough review of your current investment policy statement and offer guidance on bringing it up to date.
Portfolio Construction
We will work closely with your investment committee to customize a portfolio that aligns with your company’s mission, vision, values, and goals.
Ongoing Review and Monitoring
We meet with your team throughout the year to update you on financial markets, evaluate where you are against goals, and guide you to adjust where needed.
Additional help is available.
Asset allocation studies
Donor development programs
Values-driven investing
Fee benchmarking
Education for investment committees
Policy review, including investment, distribution, and spending
Customized performance reporting and monitoring
