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TEAM
Outsourced Chief Investment Office
Serving the unique investment needs of non-profits and families for over 30 years
Recent Insights
We adhere to our values in everything we do.
Our values
Integrity
Integrity - As a fiduciary, we put our clients' needs first, always.
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.
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.
Excellence
Excellence - An emphasis on critical thinking and fact-based decisions allows us to add value for our clients.
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