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What We Offer

We partner with endowments, foundations and other institutions to ensure client investment assets align with their social and moral values. 

Our team utilizes macro analysis to guide intermediate-to-long-term strategic asset allocation while leveraging manager selection and tactical shifts in an opportunistic fashion.  This approach provides the framework for our engagements while affording the flexibility to customize solutions in accordance with client needs.

We offer institutions three distinct services:

Outsourced CIO

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Alternative Investments

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Impact Investing

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