We don't just check boxes; we serve as your external chief investment professional. With over 40 years focused on growing wealth for select institutions, our team creates, reviews and adapts investment portfolios designed to meet your enterprise's objectives — now and as they evolve.

We offer the benefit of vast resources combined with the premium customization and agility of a high-touch firm, avoiding boilerplate solutions and inconsistent service. Depending on your needs, we can work as your Outsourced Chief Investment Officer (OCIO) or in a traditional consulting role.

Our experience working with a wide range of institutional clients includes:

Higher Education

Insurance Companies

Communities/Municipalities

Foundations

Taft-Hartley Plans

Retirement Plans

What We Can Do

Your job is to protect the organization's interests; our job is to protect you. We take our fiduciary responsibilities seriously. Here’s how:

Performance Monitoring

We keep a close eye on performance through continuous total portfolio monitoring, monthly and quarterly evaluations using analytical comparisons, and detailed quarterly investment reports.
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Fiduciary Responsibility & Board Governance

We provide support through annual reviews, assistance with financial statements, and preparation for meetings with regulators and rating agencies.
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Investment Research & Regular Communication

We keep you updated with weekly economic and capital markets information, reports on new investment opportunities, ongoing review of the Investment Policy Statement, and clear communication of reports to various audiences.
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Designations Earned and Used:

CHARTERED FINANCIAL ANALYST (CFA^®)
CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA^®)
CHARTERED ALTERNATIVE INVESTMENT ANALYST (CAIA®)
CHARTERED RETRIREMENT PLANS SPECIALIST (CRPS^®)
FINANCIAL RISK MANAGER (FRM®)
ACCREDITED INVESTMENT FIDUCIARY (AIF^®)
ACCREDITED INVESTMENT FIDUCIARY ANALYST^® (AIFA^®)

Board Rooms Bring Us Questions

This is how we typically answer, depending on the circumstances.

A: We use contracts that clearly outline the responsibilities of all parties involved, down to the last detail.

A: We make a concerted effort to identify and share exact fees with precise dollar breakdowns.

A: Of course. While ERISA requires a policy, having it in writing makes demonstrating compliance easier.

A: We document our review of investment vehicles, including negotiations around fees and the key questions, discussions and decisions made.

A: We adhere to continuous monitoring. For most, this includes quarterly reporting, with monitoring directly referencing the investment policy.

A: We serve as your independent third-party investment expert. This avoids inherent conflicts of interest that can pop up when vendors provide recommendations on proprietary funds, sub-advised funds or funds where business relationships could alter the investment decision process.