Signed in as:
Signed in as:
We are dedicated to building meaningful long-term relationships with you and your family. Our consultants and relationship managers provide personalized attention in a family-friendly environment that giant banks and Wall-Street firms simply can’t match. Our experienced and responsive staff works diligently to ensure every detail is handled properly. Our business is built to serve you.
Throughout our more than 5-year history, we have helped clients navigate the complexities of modern finance. We recognize the importance of listening carefully to understand each client’s unique situation and to help define and move toward financial and life goals. We specialize in comprehensive financial planning and careful investment management tailored to you.
Our clients benefit from all the expertise of our team of professionals working together to provide insights and guidance. This combined breadth and depth of knowledge lets us simplify the complex, address uncertainty, and chart the best course for you and your family. We combine considerable experience with a commitment to continuing education and research.
We have enjoyed long partnerships with our non-profit organizations. Each organization has unique needs, opportunities, and challenges. We co-create portfolios with you by taking into account the unique challenges that face each board. Our investment portfolios are built for the long term, with consideration for needs of the short term. Our investment process includes:
Whether it be stocks, bonds, cash, liquid alternatives, or private investments such as equity, debt, and real estate, choosing the right mix of assets is critically important.
We focus on capital preservation and downside risk management in all of our allocation policies. We believe in a global approach to allocation to mitigate risks of home country bias. We balance the science and art of asset allocation by taking into account a wide variety of inputs:
Our Consultants and Research team undertake a rigorous due diligence process when selecting investment managers. We employ an independent approach that limits conflicts of interest because we do not offer proprietary investment products. Our research process includes:
Creation of the Investment Policy Statement (IPS) is a crucial step towards preparing your organization for long-term success. The IPS allows for seamless transitions of board members and investment managers. The IPS should outline the following:
Financial and investment education is at the core of our services. We understand that your board members and other people who run your organization are extremely busy managing careers, families, and volunteer work.
We enjoy providing ongoing education tailored to your team and especially your new members.
Education can vastly improve your board’s decision making process and can mitigate the risk of grid lock and slow decision making. Our goal is to help drive efficient and thoughtful decision making so that your organization can focus on serving its mission.
We work with you to implement a sound investment process.
Our third party performance reporting software provides a comprehensive view into the financial health and ongoing success of your organization.
We happily provide our boards with ongoing reporting and commentary as part of our service model. Simply put, we offer fully custom performance reporting to ensure that our presentations are built to serve you.
Sign up to hear from us about specials, sales, and events.