Institutional Investors

Our team currently manages funds for a multitude of institutional clients, including private schools, foundations, and charities. We apply our knowledge and experience to assist institutions to succeed in their investment objectives.

Portfolio Management

We work with leaders and decision makers to create an Investment Policy Statement (IPS) customized to the goals and objectives unique to each institution. Whether it is capital preservation, return on investment, liability matching, or regulatory constraints, we strive to help create a policy that leads to long term success.

Risk Management

In terms of risk management, we adhere to the strictest rules to ensure compliance of any applicable regulations. Through discussion and educational meetings, we cater to the specific risk tolerance of the client and manage the portfolio and return expectations accordingly.