Who We Serve

We seek to partner with investors who share a long-term investment horizon by practicing a consistently high level of client service, transparency, and collaboration.
We partner with Endowments, Foundations, Family Offices, and Institutions that are committed to our likeminded approach to perpetual capital investing, which aims to sustainably support current and future generations. We strive to serve our clients not only as fiduciaries, but as trusted, long-term partners with aligned values and goals.

Endowments & Foundations

Capital preservation and growth after a payout

Family Offices

Your investment partner for the next generation


An extension of your capabilities