Foundations, Endowments & Non Profits

Foundations, Endowments, and Non Profit organizations share similar investment objectives. To best serve these entities, we assist in the formulation of an optimal asset allocation strategy based on the distribution requirements,  and principal preservation parameters of the institution.  In addition, we can advise organizations interested in Mission Related Investing (MRI) to include Environmental, Social and Governance (ESG), Program Related Investments (PRI) and Impact Investing.

Retirement Plan & Corporate Services

Our Corporate Services include solutions for ERISA Plans, corporate cash, short-duration fixed income portfolio management, and employee stock option exercise programs. We work with corporate clients in an effort to free them to concentrate on managing their business versus managing their assets.

Corporate Executive Services

Corporate executives face unique challenges as their company evolves. We offer customized solutions to help you address a broad range of issues to include: stock option exercising, Rule 144/145 restricted stock transactions, corporate insider Rule 10b5-1 trading programs, concentrated position strategies, and investment portfolio management.