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.
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.
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.
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.
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.