We work with foundations and institutions and are able to be the portfolio management resource. We are able to analyze an institution's portfolio and work to protect it and create sustainability. With a goal of being an end to end solution we can help with everything from investment policy formulation to reporting for monthly or quarterly meetings. We have a wealth of resources available to protect the portfolio from risks and utilize our proprietary risk control and management system. Additionally if you have a need we are able to implement your solution with socially responsible investing along with working with active, passive or hybrid investment strategies. We are able to work with you and create solutions that work for your institution, endowment or foundation.
Consultant for Leading Financial Advisors, Insititutions and Financial Firms
