Experienced. Trusted. Insightful.
We offer family offices support for day-to-day operational needs and assistance in streamlining the investment process. Our experienced client service professionals collaborate with our advisors, analysts and investment specialists to create a cohesive wealth management experience marked by excellence and attention to detail. In addition to constructing diversified portfolios and offering guidance on asset allocation, we offer clients the ability to aggregate and analyze data from multiple banks, custodians, and investment advisors within a single reporting framework.
For Endowment and Foundation clients, we offer a comprehensive suite of investment services, often acting as an outsourced Chief Investment Officer. Our goal is to provide endowment and foundation fiduciaries with the confidence that their investments align with their organization’s long-term financial objectives and mission. From meticulous portfolio construction and investment diversification, to investment policy construction and compliance monitoring, our team assumes investment management responsibilities.