For over 30 years, our firm has provided sophisticated investment management to institutional clients including both established and emerging endowments. Our investment expertise is ideally suited to the needs of institutional clients since our investment approach and philosophy align strongly with the tenets and principles of the Uniform Prudent Investor Act. This act typically serves as a guide for fiduciaries with the responsibility for the administration of trusts, endowments and foundations. A number of key elements of our approach are extremely important in this regard, including:
Our institutional clients include a variety of organizations involved in such programs as child advocacy and protection programs, support services for senior citizens, public education, advocacy for the protection of wildlife, as well as various community foundations.