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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.

“Our family philosophy is based on the Iroquois idea of seven generations. What do we want the world to be for our great great great grandchildren? Because if it works for them, it will work for everyone.”
–Chip Wilson, Founder of lululemon athletica and The Wilson 5 Foundation

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 committed to managing our assets in a way that demonstrates that you can ‘do good and make money.’”
–Judy Belk, President & CEO of The California Wellness Foundation

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.

“While there are great strategies that address specific racial disparities, and we will continue to invest in those, we need to carry the practices of analyzing and addressing racial impact to all our investments.”
–Adam Connaker, Director of Impact Investing at the Surdna Foundation

What We Offer

Our services are broad by design

Our portfolio management services complement clients’ internal resources and expertise.

How can we help build the right portfolio for you?