Investment Management

Putting together the right plan for tomorrow today.

Investment Management

Your organization wants a partner who understands your mission with staying power and good judgment. This work requires working with a dedicated team of advisors who understand your goals and how to help your organization achieve them.

When it comes to your organization’s investments and goals, we are here to listen and offer planning advice from a team dedicated to your needs.

Is our organization built to last?

Investment Approach

How we invest for you

Our Mission:

Making sure your assets are managed in a way that is consistent with your goals and values – not harvesting every single percent of a bull market, not participating in the latest investing fad, and certainly not timing every market gyration.

Our Edge:

Many are not willing to truly invest for the long-term…we are. Our edge is understanding what is happening in the short-term, but usually not reacting to it. We believe the emotional swings of others can play to a long-term investor’s advantage. An understanding of human behavior is key to our process.

How We Invest:

We believe a thoughtful Strategic Asset Allocation is the foundation of investment success. Investments cannot be viewed as singular holdings in a vacuum. We must understand how each holding interacts with the other, resulting in a holistic portfolio that is durable, diversified, and constructed to meet different client objectives.

How we
support you

  • A Team Experienced in Advising Endowments & Foundations
  • Comprehensive Planning
  • Customized Investment Management
Who is helping us ask the right questions?

Who is helping us ask the right questions?

Wealth Management Relationship Team

Your wealth management relationship team is driven to provide the highest level of service and a consistent client experience through a team approach. Depending on your unique needs, your relationship team may be comprised of the following team members and roles to support you.

Relationship Manager

Your liaison with our team of investment, fiduciary, banking, lending, and planning specialists.

Investment Advisor

Your resource for investment advice and portfolio management.

Wealth Advisor

Your resource for fiduciary matters, tax matters, and personal service.

Client Service

Provides support to you and all members of your team.

What are my
options to

  • Investment Planning and Income
  • Foundation & Endowment Planning
  • Socially Responsible Investing
  • Trust & Endowment Planning
  • Tax Planning & Advisory
  • Risk Management
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