Institutional Investment Management
Our institutional investment management process provides services for a variety
of institutional clients including Endowments, Foundations, Pensions and Profit
Sharing Plans. Our goal is to manage institutional assets in a manner entrusted
to us as well as to communicate our actions, reasoning and methodology. It is simply
"Doing what we say and saying what we do".
Our equity and fixed income strategies can be customized to meet the needs of organizations
with social screening criteria.