Why Choose Us?
Purpose before Profit
We exist to serve you. We have thrived by pursuing a truly client-centered approach: In our firm, purpose precedes profit.
Values-based Investments
We can implement numerous positive and negative screens to exclude investments that do not align with your values. We are a leader in this area.
Holistic and Comprehensive Wealth Management
We integrate estate planning, tax planning, and investment management into a unified approach to wealth management.
Seasoned Portfolio Management
With over 50 years of combined investment experience, our portfolio managers have weathered numerous market cycles and economic environments
Extensive access to Private Investments
We have access to numerous private equity, private real estate, and private debt funds. We integrate these investments with traditional stock & bond portfolios for qualified clients.
Academic Research
We employ the same methods as some of the largest endowments and pension plans in the country. Our portfolio construction is deeply grounded in academic research and real-world experience.