Your role as a board member of an endowment or foundation is multifaceted. Your fiduciary responsibilities are to an infinite number of current and future beneficiaries. Spending needs must be met while attempting to keep costs down. Investment options need to be evaluated with attention to the overall performance of the portfolio. Attention must also be paid to fundraising and development efforts. We understand your role and we know how to increase the probability of your long-term success.  Let us help you through our comprehensive suite of investment management services.

Our investment management methodology is intended to decrease volatility in your portfolio and reduce downside risk.  We understand that for you “capital preservation” means continuous preservation. We will work towards accomplishing this through:


Investment Policy


Risk Management

Cash-Flow Analysis

Asset Allocation

Cost Reduction