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"Providence seldom sends any into the world with an inclination to attempt great things, who have not abilities, likewise, to perform them."
Samuel Johnson

Attempting Great Things

Non-profit institutions and foundations are in the world to attempt great things, and endowments give them the ability to perform them. We want to bring intentionality to your endowment. Some managers pick a couple of mutual funds and move on to the next client. That is not our process. We regularly monitor our portfolios and adjust allocations based on market conditions while maintaining a long term view. We can also tailor your portfolio to an investment policy statement should your organization have one. If you’d like to learn more about us, contact us today to schedule an appointment.

Institutions: About Us
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