Endowments
& Foundations
Anchored in Community.
Designed for Scale.
We partner with purpose-driven institutions, including endowments, private foundations, and community-based organizations, to build long-term financial strength. Whether you are launching your endowment or scaling one already in motion, we bring institutional discipline, values alignment, and a full-service OCIO model tailored to your evolving needs.
We meet you where you are, and walk with you every step of the way.
Start
Launch with structure, alignment, and confidence. We design your governance model, build your Investment Policy Statement, align your board, and refine messaging for early donors so your endowment begins with intention and trust.
Manage
As your Outsourced CIO, we bring discipline and transparency to the investment process. We manage the portfolio, provide performance and liquidity reporting, oversee compliance and risk, and keep your board well informed so you can focus on your mission.
Grow
Endowments are engines for impact, and we help you scale them. We design and support growth strategies, and craft donor stories that connect mission with results. With the right tools and thoughtful planning, wesupport your endowment for long-term strength.
Built
Different.
Built for You.
Your capital is more than a balance sheet. It is a vehicle for resilience and long-term impact. We serve as an extension of your team, helping you steward your endowment so you can stay focused on your mission.
Investment Strategies Aligned with Your Mission
A Fiduciary Partner with Transparency
Governance
Support
Institutional-Grade
Investment Management
An Ecosystem
to Grow With
Lead the change in values-driven investing.
Partner with people who share your values.
