Our Services

Every decision made is in service of your mission.

You shouldn’t have to wonder if your advisor’s recommendations are financially motivated. As an independent firm, with no other products or lines of business, we are singularly focused on our clients’ needs. So, whether you partner with us for discretionary or advisory-only work, every decision made is in service of your mission.

Governance

We support our clients across a range of critical areas including setting investment objectives, establishing a prudent spending policy, setting an appropriate strategic asset allocation and creating robust policy documents.

Portfolios Built to Serve Clients

We offer a range of advisory and discretionary (OCIO) models with portfolios that are built in the name of each client in order to serve their long-term interests.

Operational Support

Clients rely on us to ensure that the many complexities of overseeing an institutional portfolio are covered.   This spans a long list of areas that includes performance reporting, audit support, cash movements and assistance with subscription documents. 

Education

Uncommon strategies and differentiated thinking are effective because they defy conventional wisdom.   Through our Quarterly Commentaries, other writings and in-person meetings, we work to ensure that investment strategies and results are well understood through transparency and clear communication.

“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!