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Endowments & Foundations Advisory Services

Advancing your mission.

Your mission is our mission.

We partner with you to build your legacy, delivering a tailored approach 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 deliver full operational services so your committee can focus on the big picture.

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.

Enhanced Services

We extend beyond to include a suite of additional comprehensive client services designed to educate, empower, and inspire.

Committee Education
Informed committees drive better outcomes.
Investment Research
Success is built from curiosity and rigor.
Building Connections
Raise awareness and visibility for your mission.