Solutions for Non-profits & Foundations

Our multi-asset class and multi-manager approach to portfolio construction aligns well with the investment objectives of your foundation or endowment. Key goals and objectives that our services support including the following:

  • Fulfilling the fiduciary responsibility for prudent investment management
  • Supporting both current and long-term spending needs and goals by balancing income and capital growth objectives
  • Maximizing investment returns within a defined level of risk
  • Preserving the long-term value of the investment assets

Investment Products:
Not FDIC Insured 
Not A Deposit
No Bank Guaranty 
May Lose Value