With experience, people, and resources, we aim to replicate best practices of high-performing investment offices for nonprofits, pensions, and private wealth.
We can skillfully guide your investment decisions or offer you a sounding board for ideas.
We can bring more than 40 years of manager research and due diligence to your desktop with our investment office tools and services.
The spring/summer issue of CA Perspectives puts private investments in focus. In “Private Investments Are More Accessible Than You Think,” Craig Smith and Jill Shaw explain why private investing isn’t just for the largest investors. David Thurston and David Shukis discuss why investors with more than 15% in private investments have been the top performers over the long term in “Cambridge Conversations.” In “The Search for Tax-Efficient Alpha,” Philip Walton shares why private investments offer unique benefits for private investors. Our client profile of The Grantham Foundation for the Protection of the Environment, highlights how the Foundation uses private investments for returns and impact.
Explore how we help nonprofit institutions, pensions, private families and other institutional investors tackle a variety of real world investment challenges.