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What We Offer

We partner with endowments, foundations and other institutions and offer a genuine commitment to aligning their investment assets 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 to 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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