Our relationship with you and your organization is ongoing, and we are diligent in monitoring and rebalancing portfolios to help ensure they stay consistent with your long-term goals. To ensure we remain in harmony, we keep the lines of communication open and provide a high standard of care. In everything we do, we keep your mission at the forefront.

We provide added value in the charitable space by educating to donors on:

1. Why charitable giving is important
2. What charitable vehicles are most widely used in the industry and how to use them strategically
3. Educate the Board members on how to into the charitable conversation, what questions to ask donors/prospects, and what to use as a follow up piece
4. Present via webinars, conferences, lunch & learns, and meetings to answer questions around charitable planning
5. Provide leave behind materials like our General Charitable Giving overview brochure as a summary piece for donors

We are well-versed in the challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission. Our team serves as an extension of the investment committee and provides critical support in helping to fulfill fiduciary responsibilities. We help our clients implement strategies designed to effectively manage their portfolio while addressing stewardship duties and spending policy needs. Through tactical asset allocation, we develop adaptable portfolios that seek to meet the objectives of your Investment Policy Statement.

• Due Diligence and Research
• Selection of Institutional-Class Managers
• Investment Policy Statements
• Portfolio Management and Rebalancing
• Spending policy needs, portfolio reviews and stewardship documentation
• Knowledgeable support and guidance on regulatory standards
• Charitable Solutions