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.