Investment Management and Investment Consulting
Each client is assigned a portfolio manager who will develop a customized Investment Policy Statement as well as investment guidelines in line with both goals and objectives and a Board's fiduciary duty. Our ongoing asset management is grounded in fundamental research and a disciplined, customized selection of investments that balance growth with preserving capital. Socially responsible screening is also available. Frequent reporting and transparency further help a board and family meet fiduciary responsibilities.
We offer our investment management and consulting services individually for those clients who do not require our other services. Larger foundations and endowments can particularly benefit from our investment management or investment consulting expertise.