Foundations & Charities

We support charitable organizations’ boards and investment committee’s missions in overseeing the capital in which they have been entrusted.

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One of the strengths of our platform is we offer tailored strategies to manage risk, while maintaining financial targets as we monitor both short-term and long-term goals.

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In working with nonprofit organizations, we collaborate with a goal to align and work within their investment policies and governance, as we focus on execution and stewardship. With our experience, research, and insights, we strive to better align the investment horizon, reduce volatility, and solve for future cash flow needs, with the goal of moving closer to fulfilling the charitable entity’s core mission.