Invest in the Greater Good™

Since 1980 we have partnered with inspired institutions to invest in the future of humanity.


We know that entrusting us with your investments means putting your mission in our care.

We’re here for the long haul, helping passionate investment committees navigate their long-term financial futures and accelerate the philanthropic impact of their purpose-driven missions.


For our clients, building a better world for generations to come requires pursuing uncommon excellence, maintaining a balanced long-term view through good and bad days, and making difficult decisions. Critically contributing to their extraordinary work drives our every decision.



Experienced Investing

Our patience, differentiated thinking, and pursuit of extraordinary investors seek to produce durable investment outcomes. This requires a consistent focus on long-term results and a tireless, global research effort that prizes excellence over efficiency.

Expert Advice

Our expert advice is grounded in decades of market and institutional investing knowledge, while our growth mindset continuously challenges our biases, innovates our perspective, and fills our knowledge gaps.

Dedicated Service

Our devoted crew works tirelessly to nurture authentic relationships and fruitful collaborations with each and every client. 

Differentiated Research

Balance and diversification are the central tools for accelerating the work of our clients. These larger themes are executed through a relentless pursuit of talent that seeks to leave no stone unturned. We have had longstanding success pursuing diversity – ethnicity & gender, age, and location as key drivers of the outcomes we seek. Our deliberate pursuit of talent with objectively diverse backgrounds and life experiences critically contributes to our differentiated research and the enduring outcomes we seek.

Insightful People

Through an environment that fosters personal development and professional growth, our diverse crew operates with unwavering candor, honesty and respect. The differences across our team power client success through smarter decisions, increased innovation and a culture where we each know that being ourselves makes the team stronger.

Staunch Advocate

We wholeheartedly stand against racism, discrimination, and any oppression against human rights. We believe in the different and have seen the different change the world. We are the different. We also dream of the day that difference is a cause for celebration. We enforce these convictions with action. 


To explore how a partnership with Crewcial can empower your mission and investment objectives, please submit a Request for Proposal. We look forward to learning more about you, your organization, and how you invest in the future of humanity.


If you’d like to keep in touch, please send us your email for periodic updates. We promise not to spam your inbox.

“Violence is the last refuge of the incompetent” – Isaac Asimov

The unprecedented lawlessness and terrorism that has taken place in our nation’s capital on January 6th is not the way to resolve differences.

Peaceful protest and debate are the bedrock of the significant historical changes that have allowed the U.S. to be a model democratic republic for nations around the Earth. What we have witnessed is regrettable and should be condemned in no uncertain terms by all who respect and abide our laws. It pains me to view the unnecessary violence perpetuated by political differences….we are so much better than this. Please know that this too shall pass and we will persevere as a nation.

Our firm was recently voted as the most diverse in our industry. You, our crew, stands as evidence of the benefits of having a crew that embraces the different. Be proud of ‘you’ and how you represent this nation as its best.

We should recognize that these events serve as a clear reminder of the degree of progress still needed. We remain committed to investing in the greater good.

Stay safe!