We are mission-based investors, which means we work with clients who are serving a higher purpose and goal. While we were initially founded to serve nonprofits, we’ve evolved and expanded to serve other institutions with similar long-term goals, including public pensions, insurance companies, family offices, and trusts.
We know you want to build a sufficient return on your investment to ensure your institution stands the test of time—and we’re here to help. Our institutional asset management services are designed specifically to help your organization achieve outstanding results.
High Net Worth/Family Offices
Since the 1990s, we’ve helped manage pension assets for U.S. and Canadian public benefit plans. More recently, we have expanded to other countries, including areas in Asia and Latin America.Learn More
Our institutional-quality investment platform can enhance family office and trust portfolios by providing access to leading private capital managers around the world.Learn More