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Endowments & Foundations Advisory Services

Advancing your mission.

Your mission is our mission.

We partner with you to build your organization's legacy, delivering a bespoke strategy based on your organization’s vision and mission. We are renowned for qualitative research and commitment to long-term investing, bringing you uncommon access to our broad network and deep industry relationships with top-tier managers, coupled with the unparalleled service of a boutique firm.

We are your partner and co-fiduciary.

We empower you as a fiduciary by providing education, guidance, and governance support. We take care of operational details so that your committee can focus on the big picture.

We are behind your mission.

Our work doesn't stop at our doors. We advocate for your organization in the community, sharing your news and helping you build connections.

Who we serve:

Community foundations

Healthcare foundations

Private education and university foundations

Public education and university endowments

Private family foundations

We listen and learn so that we can understand and share your passion for what you do. Our job is to help you ensure that your mission is manifested in perpetuity.

Comprehensive Services

In addition to top-tier investment research and portfolio management, we also offer governance and operational support, fiduciary education, and community building.

Investment Portfolio Management
Success is built from curiosity and rigor.
Governance and fiduciary support
Support that allows your committee to focus on the big picture.
Committee Education
Informed committees drive better outcomes.
Building Community Connections
Raise awareness and visibility for your mission.