Areas of Expertise

Endowments & Foundations

We serve a community of more than 600 non-profit organizations.  These clients’ assets represent more than 70% of total U.S. higher education endowment assets and 40% of U.S. foundation assets.   And we work with each client to help them build a portfolio that is fully customized to meet their investment goals.  Explore our endowment and foundation practice.

Private Clients

Working with more than 250 private clients in 25 countries around the world, our private wealth professionals know how to develop tax-aware strategies, plan for generational needs, and identify beneficial trust structures.  Explore our private client practice.

Pensions

We recognize that each plan sponsor has unique and different objectives.  For the more than 140 pension funds that we work with, we develop customized solutions to help plan sponsors meet their fiduciary obligations. Explore our pension practice.

Mission-Focused Investors

Using our global manager database and extensive due diligence on a wide range of MRI investment opportunities across asset classes, we help investors develop and implement mission-related strategies that work for their portfolios.  Explore our mission-related investing practice.

Enterprise Advisory

Working with nonprofit institutions for more than 40 years, we specialize in understanding the enterprise conditions, risks, and opportunities that are unique to each institution’s circumstances. Explore our enterprise advisory practice.