Investment Advisory Services for Educational Clients

We have provided a comprehensive range of investment advisory services to colleges, universities, and independent schools since our inception in 1988. Educational clients represent the largest segment of our client base—approximately one-third. Our extensive experience serving the educational community allows us to fully understand their needs and the challenges they face.

Many of our Consultants have served on investment committees or boards of educational institutions as well. This experience allows them to take the point of view of the client and offer insightful advice and recommendations.