Empowering Your Mission.

Institutional Investment Services for Foundations and Endowments.

Collaborate with an Objective Fiduciary Partner

Because we are a fiduciary, your mission becomes our mission. We serve foundations and endowments with a suite of governance and investment services.

Governance Consulting

  • Developing an Investment Policy Statement

  • Investment Monitoring and Performance Reporting

  • Portfolio Risk Analysis

  • Board Presentations

  • Planned Giving Services

Investment Solutions

  • Outsourced Chief Investment Officer (OCIO)

  • Strategic and Tactical Asset Allocation

  • Fixed Income Portfolios

  • Equity Portfolios

  • Alternative Assets

  • Faith-Aligned Investment Portfolios

Faith-Aligned Investment Portfolios

We provide faith-aligned investment portfolios that seek to exclude industries such as pornography, gambling, tobacco, and alcohol.

We also provide access to funds actively making a positive impact on society.

Be proud of your investment fingerprint.