Endowments, foundations, reserve funds and retirement plan sponsors come to us with a range of financial challenges. Our team understands the specialized issues you face and know how to address your needs with a comprehensive approach.

We have more than three decades of experience providing insight and advice to investment committees and trustees for a variety of organizations. We see our role as problem-solvers who take the time to fully understand your organization’s unique financial situation and deliver a plan that fits with its specific needs.

• Fiduciary acknowledgment
• Investment policy planning assistance
• Asset allocation modeling
• Investment strategy identification
• Ongoing consulting and performance measurement

Our clients increasingly want to use their wealth to drive positive change in society. Investing sustainably is a powerful and effective way to achieve this without having to compromise your financial return.

Investors interested in sustainability are seeking broad alignment between their personal mission, the goals of their investments and the assets that support them. Each asset class—including equities, fixed income and alternative investments—has sustainable options that achieve risk and return outcomes as good or better than conventional investments. Frequently requested methods include:

• Customized or broad Environmental Social and Governance (ESG) screening
• Category exclusions
• Carbon neutral investing
• Shareholder advocacy
• Impact investing

When facing the uncertainty and stress of divorce, a business transition or the loss of a loved one, the assistance of a knowledgeable and experienced Financial Advisor can be critical to evaluating options, making important financial decisions and achieving the results you deserve.

• Women and wealth. A number of our clients are successful women who trust us to deal with their most sensitive financial issues. We help them navigate the financial and legal hurdles they may face professionally when starting a business or new career, or personally during a separation, divorce or loss of a loved one.
• Sale of a business. When you need to raise capital, sell your business or manage the liquidity from a sale, we can provide the technical expertise for handling all the details and ensuring your transactions are carried out smoothly and efficiently.
• Entering retirement. We offer comprehensive retirement strategies to help you maximize your employer benefits, optimize social security and address retirement income gaps to help ease concerns about how long you will need to draw your funds in retirement.
• Need for long-term care. We help you address the potential significance of rising healthcare costs by objectively analyzing your current insurance policies such as life, long-term care and disability insurance to help ensure they meet your current and future needs.