Investment Advisory Services for Public & Private Foundations

We serve several of the nation’s oldest and largest community foundations and many other public and private foundations. For more than two decades, we have helped foundations grow their investment programs so there is a continuous source of funding, allowing them to focus on the core mission of the foundation.

We work alongside clients to educate donors and help benefactors understand their contributions are prudently invested with a focus on maintaining a lasting source of charitable funding. We show them how their donations will ultimately be invested and create specialized donor reports that communicate the performance and positioning of the portfolio.