We provide risk management services. Our formal process reviews both quantitative and qualitative criteria so we can make recommendations to assist with the initial selection and replacement of plan investments. We align portfolio investments with ethical considerations or values.

We work closely to help implement best practices for endowment investment committee composition and ongoing governance. Our process is focused on helping you efficiently make effective decisions.

We assist with the development of an investment policy that addresses your unique needs and circumstances so that it clearly supports your organization’s long-term mission. We also provide process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.