Endowments & Foundations
Investment returns are not an end in themselves. They are the fuel that powers purpose. Each dollar of return directly supports an outcome – whether that’s in education, research, or social impact – making capital stewardship inseparable from mission delivery.
The challenge is balancing permanent capital preservation with predictable annual distributions to meet ongoing funding needs. That requires deep expertise in multi-asset and alternative strategies, with the goal of generating stable, inflation-adjusted returns through market cycles.
Managing through complex asset classes – from private markets to real assets – allows us to build durable, diversified portfolios capable of sustaining the mission, not just for this year, but for generations.
In short, strong investment management enables enduring impact – translating financial performance into the human, intellectual, and social capital that fulfills an institution’s purpose.
Our services
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Investment Management
We manage portfolios across traditional and alternative asset classes. Guided by rigorous research and independent manager selection, every strategy is customized to promote the preservation of capital and the achievement of risk-adjusted returns.
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Mission-Driven Investing for Foundations
We aim to generate positive, measurable social and environmental impact along with sustainable financial returns. We help institutions to clarify purpose, strengthen structures, and sustain mission across generations.
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Extended Foundation Services
We work with foundation clients as an extension of their staff – always in collaboration with existing advisors – delivering strategic guidance, operational support, and investment management.
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Outsourced Chief Investment Officer (OCIO)
As strategic thought partners to investors, we serve as the “investment team down the hall”, delivering personalized portfolios with global manager access and objective advice.
