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Scot
    09/10/09 at 05:36 PM
Reply with quote#1

As a quick over view, we do the following:

The Endowment Office is a fully staffed, cooperatively shared investment office that provides that provides a chief investment officer and staff solution to endowments, foundations and family offices that may not have a full time investment staff. We aggregate the assets of a limited number of core clients to create economies of scale. We provide accessibility, accountability and most importantly, the returns with controlled risks of the largest foundations, endowments, and family offices.

The Office currently manages $US1 Billion in Foundation and Endowment assets.

I look forward to talking a bit further to answer any questions that you may have regarding our firm.
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