Institutional Investors

We manage endowments, foundations, retirement plans, and other types of tax-exempt trusts. Our clients include hospitals, museums, and public community foundations. For some clients, we may be one of multiple managers and for others, we may manage the entire account. Our clients are mostly U.S. domiciled from many parts of the country and some are international. 

Our firm profile and statistical overview is found in all the major national databases. These databases include information on our investment research process, our all-cap growth strategy, and our complimenting growth & income, core growth, SMID growth, and Alpha strategies offered to institutional clients.