We serve a broad range of institutional investment programs throughout the U.S.  Many clients are located in the northeast and typically range from $20 million to $1.5 billion in total assets.  We work with over 200 full-retainer clients with an average size of approximately $150 million.

• Educational Endowments
• Foundations and Other Endowments
• Healthcare and Insurance Related
• Corporate and Public Pension Plans
• Nuclear Decommissioning Trusts

Non-profit endowments and foundations account for over 70% of our client base.