FIDUCIARY GUIDANCE YOU CAN RELY ON

With more than 30 years of combined experience, we understand the structure, priorities, and responsibilities unique to retirement plans, endowments, and nonprofit organizations. We help fiduciaries navigate governance, investment oversight, and regulatory compliance — so you can make confident decisions for your organization and the people who depend on it.

QUALIFIED RETIREMENT PLANS

We understand the important role that employer-sponsored retirement plans play in helping participants achieve long-term financial security. Our expertise helps plan sponsors, fiduciaries, and retirement plan committees navigate the complexities of plan governance, investment oversight, and regulatory compliance within the ERISA framework.

As a fiduciary investment advisor, we are committed to acting in the best interests of plan participants and beneficiaries by providing prudent investment guidance, objective recommendations, and ongoing monitoring of plan investments.

Our goal is to help fiduciaries fulfill their responsibilities with confidence while supporting participant outcomes and the long-term success of the retirement plan. 

ENDOWMENTS

We understand the unique responsibility that endowment fiduciaries face in balancing current spending needs with the long-term preservation and growth of assets. Our expertise helps boards, investment committees, and nonprofit organizations navigate the complexities of endowment management, including investment policy development, asset allocation, spending policies, and fiduciary oversight.

As a fiduciary investment advisor, we are committed to providing objective guidance and prudent investment recommendations designed to support the organization's mission while preserving intergenerational purchasing power.

Our goal is to help endowment fiduciaries fulfill their responsibilities with confidence, maintain financial sustainability, and support the long-term success of the institution.

For nonprofits, universities, foundations, and charitable organizations, it's also common to reference the Uniform Prudent Management of Institutional Funds Act (UPMIFA):

Our expertise helps boards and investment committees navigate the complexities of endowment management while adhering to fiduciary standards and the principles established under UPMIFA

NONPROFIT ORGANIZATIONS

We understand the unique financial and fiduciary responsibilities nonprofit organizations face in advancing their mission while maintaining long-term financial stability. Our expertise helps boards of directors, finance committees, and organizational leadership navigate the complexities of investment management, reserve funds, operating cash, and long-term assets.

As a fiduciary investment advisor, we provide objective guidance, prudent investment recommendations, and ongoing oversight tailored to the organization's goals, liquidity needs, and risk tolerance.

Our goal is to help nonprofit leaders fulfill their fiduciary responsibilities with confidence while preserving and growing assets that support the organization's mission and future impact.

OUR SERVICES

    • We help trustees, board members, and committee members better understand their fiduciary roles and responsibilities. Through ongoing education, guidance, and a disciplined process, we help fiduciaries stay informed, ask the right questions, and manage their responsibilities with greater confidence.

    • We help develop and maintain investment policies that establish objectives, guidelines, and responsibilities while providing a clear framework for ongoing investment decisions and oversight.

    • We design portfolios around each organization’s objectives, time horizon, risk tolerance, liquidity needs, and spending requirements, creating an investment strategy specific to the purpose of the assets.

    • We provide independent investment research, selection, and ongoing due diligence across a broad range of investment strategies, helping fiduciaries understand what they own and why they own it.

    • We provide clear, comprehensive reporting that helps fiduciaries understand portfolio performance, asset allocation, investment results, and progress toward established objectives.

    • We help structure portfolios to balance long-term investment objectives with operating needs, distributions, spending policies, reserves, and other short-term liquidity requirements.

    • We support boards, trustees, and committees with organized meetings, documentation, and a disciplined process designed to support informed, consistent, and well-documented decisions.

    • We review investment and provider costs to help fiduciaries understand what they are paying and evaluate the reasonableness, competitiveness, and overall value of those expenses.

    • We help evaluate, select, and monitor recordkeepers, custodians and other service providers through an independent process focused on capabilities, service, costs and overall fit.

    • For qualified retirement plans, we provide practical education and resources designed to help participants better understand their plan, investment options, and the decisions that can impact their retirement.