We Are Consultants And Investors.

We serve as Investment Consultants to small and mid-sized institutions, including endowment funds, foundations, and defined contribution retirement plans.  In this role, we aim to help organizations achieve their missions by providing sound financial advice in the areas of:

  • FIDUCIARY CONSULTING
  • EMPLOYEE EDUCATION
  • STRATEGIC AND TACTICAL ASSET ALLOCATION
  • RETIREMENT PLAN SERVICES
  • INVESTMENT MANAGER SELECTION AND MONITORING
  • RISK MANAGEMENT
  • BENCHMARKING
  • DEVELOPING INVESTMENT POLICY STATEMENTS
  • QUANTITATIVE ANALYSIS

Unlike many consultants, we are also investors.  We take a proactive role in portfolio construction, as opposed to simply delegating all security selection decisions to third-party managers.