Accessible, Communicative, and Responsive
We provide best-in-class service to clients. Contact is always with the primary decision-makers on portfolios, not with sales people miles away from the actual investment decisions.
Experienced
Our investment professionals have advanced degrees and have taught the academic principles of our investment philosophy at the university level. Moreover, as community leaders, our staff has decades of experience as board members of local institutions, foundations, and not-for-profits.