Serving the investment programs of Endowments and Foundations

Investment Philosophy

A steady hand underpins every successful investment program. More often than not, seeking better return through portfolio adjustment results in abandoning investments when most out of favor and replacing them with more comfortable holdings. Human nature drives us to buy high and sell low – whether in security selection, manager evaluation, factor exposure, or asset allocation.

The steady hand requires a well-constructed investment program. Good governance, good process, and well aligned investment partners help to build conviction and avoid corrosive decisions.

Assignment Based

Helping fiduciaries evaluate their investment program:

  • Reviewing process, governance, and investment policies

  • Evaluating benchmarking and reporting protocols

  • Re-underwriting investment providers

Helping fiduciaries with their investment programs by providing expertise from the perspective of an asset owner and an investment advisor.

Benign neglect is the secret to long-term investing success.

- Charlie Ellis

Retainer Based

Providing ongoing expertise for staff and trustees:

  • Attending committee meetings

  • Monitoring adherence to Investment Policy

  • Providing ongoing advisor due diligence

Serving the investment programs of Endowments and Foundations

Investment Philosophy

A steady hand underpins every successful investment program. More often than not, seeking better return through portfolio adjustment results in abandoning investments when most out of favor and replacing them with more comfortable holdings. Human nature drives us to buy high and sell low – whether in security selection, manager evaluation, factor exposure, or asset allocation.

The steady hand requires a well-constructed investment program. Good governance, good process, and well aligned investment partners help to build conviction and avoid corrosive decisions.

Assignment Based

Helping fiduciaries evaluate their investment program:

  • Reviewing process, governance, and investment policies

  • Evaluating benchmarking and reporting protocols

  • Re-underwriting investment providers

Benign neglect is the secret to long-term investing success.

- Charlie Ellis

Retainer Based

Providing ongoing expertise for staff and trustees:

  • Attending committee meetings

  • Monitoring adherence to Investment Policy

  • Providing ongoing advisor due diligence