Our Company

Our first client is still a client.

Our clients select us as their consultants because we are dedicated to long-range performance, and they remain with us because we have a genuine interest in building long-term relationships with them.

• We’ve achieved success by listening to our clients
• We believe in active, direct and targeted advice
• We educate our clients and work with them to consider predictable and unpredictable outcomes
• We focus on managing risk and recommending long-term solutions that will impact an institution’s mission

Our investment consulting division offers a wide-range of traditional consulting services:

• Investment Policy and Planning
• Portfolio Structure and Analysis
• Asset Allocation
• Risk Management
• Investment Manager Search and Due Diligence
• Performance Reporting
• Defined Contribution Services
• Board Advocacy
• Client Education
• Alternative Assets
• Chief Investment Officer Services