What Sets Us Apart

We engage with our clients as an independent, trusted advisor.

Distinctive investment approach: Our approach combines the best qualities of endowment and institutional investing, implemented by highly skilled investment professionals with successful track records in the endowment and asset management sectors.

Expansive networks: Our deep relationships in the endowment/ foundation world and among top external managers set the stage for high quality investment flow. We also foster an ongoing dialogue among our investor partners, respecting their desire to participate and interact as true partners who contribute considerable talent, experience and influence in the spirit of mutual benefit.

Alignment: We engage with our clients as an independent, trusted advisor. Our significant founders’ equity stake means we will only suggest vetted opportunities in which we have or will invest.

Access: We offer choice of access to some of the world’s top investment managers—many of whom are capacity-constrained. Alignment with these outside managers is a cornerstone of our manager selection process.

Robust infrastructure and oversight: We aim to deliver long-term, reliable and consistent oversight of capital across generations by professional, age-gapped management.