812 Ludington Street
Trustees and institutional leaders have fiduciary oblications. Our office provides prudent and objective investment management.
Our goal is to assist you in advancing your organization’s mission.
Investment Policy DesignWritten policies consistent with your mission
Investment ManagementLow costClear investment objectives
Ongoing CollaborationActive participation in board meetingsEnsure policies are always aligned with mission
Performance ReviewQuarterly review meetingsPerformance reports that you can read and understand