Nonprofit Institutions

With nearly 50 years of industry knowledge, we provide our nonprofit clients with experienced outsourced CIO and private capital investment teams. We manage your investment program for you, so you and your committee members can focus on other strategic priorities for your organization.

See Our Investment Strategy

Serving a Variety of Nonprofits

Educational Endowments

  • Private colleges and universities
  • Public colleges and universities and their supporting foundations
  • Community colleges
  • Independent schools

Foundations and Philanthropic Organizations

  • Private and family foundations
  • Community foundations
  • Public foundations and charities
  • Cultural organizations (e.g., museums, symphonies, ballets)
  • Religious organizations
  • Social services organizations

Hospitals and Healthcare Organizations

  • Operating fund pools
  • Insurance and funded depreciation reserves
  • Endowment and foundation assets
  • Defined benefit pension plans

Investor Spotlight

Rust College
Investor Spotlight

Rust College

Rust College: Where tomorrow’s leaders are students today In the wake of the Civil War, Rust...

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Flagler College
Investor Spotlight

Flagler College

Energetic youth in ‘America’s oldest city’. St. Augustine is the oldest continuously occupied...

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Telephone / General Inquiries: (888) 823-6246

Client Account Assistance: (888) 823-3863

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Media Inquiries: William Szczecinski | Prosek: (646) 818-9029 |

15 Old Danbury Road Wilton, CT 06897

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