Client Spotlights
Learn more about our mission-driven clients and the ways they’re investing to drive positive change in the world.
Discovering Your Family's Philanthropic Passions
The Wilson 5 Foundation
The Wilson 5 Foundation is the family foundation established in 2012 by lululemon athletica founder Chip Wilson and his wife Summer, along with their five sons.
As the outsourced investment office (OCIO) for the family foundation since 2015, our team built a portfolio focused on growth to maximize giving and liquidity to fund their philanthropic donations.
Generating Alpha in a Diverse Manager Portfolio
The California Wellness Foundation
As one of California’s largest healthcare philanthropies, The California Wellness Foundation is working to provide residents with access to healthcare, quality education, safe neighborhoods, and more.
We’re proud to help oversee their $1 billion endowment. Learn how they increased their percentage of assets with diverse managers and developed a portfolio framework focused on having a mission-aligned portfolio built for outperformance.
Investing for Sustainable & Inclusive Communities
The Surdna Foundation
For more than 100 years, The Surdna Foundation has maintained a tradition of innovative service for those in need of help or opportunity.
Having served as their investment partner for over 20 years, we’ve worked with the endowment to align their portfolio with their social justice values.
Jonathan Kraft Joins Private Client Family Office Forum
Long-time client Jonathan Kraft, President of the Kraft Group, sat down with Gretchen Curry, Global Head of the Private Client Practice, for a “Client’s Perspective Conversation,” exploring the Kraft family’s journey, including insights, experiences, and challenges the family has faced in solidifying its legacy.
What We Offer
Our services are broad by design
Our portfolio management services complement clients’ internal resources and expertise.
Discretionary/OCIO
As an investment partner to some of the most sophisticated investors in the world for the last five decades, we have learned firsthand which practices are most likely to lead to investment success—and which practices can create the biggest roadblocks.
Advisory Services
We provide customizable advisory portfolio management. This tailored model works well if you prefer to be actively involved in investment decisions or need additional resources and expertise to support internal investment staff.
Asset Class Mandates
For clients who want to outsource their alternative assets portfolios or other niche strategies, we can apply our expertise and robust investment network to a select part of your portfolio.