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TEAM

Outsourced Chief Investment Office

Serving the unique investment needs of non-profits and families for over 25 years

We adhere to our values in everything we do.

Our values
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Integrity

Integrity - As a fiduciary, we put our clients' needs first, always.

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Excellence

Excellence - An emphasis on critical thinking and fact-based decisions allows us to add value for our clients.

Transparency

Transparency - Our communications are designed to clarify, not obscure. We share the facts, whether good or bad.

Teamwork

Teamwork - Great teamwork leads to better decisions, better execution and higher quality.

Independence

Independence - We answer only to our values and our clients.

Partnership

Partnership - We don’t put boundaries around what we do. We function as part of our clients' staff to help them achieve their goals and missions in any way we can.

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