Through our traditional values and a prudent investment approach, we believe we can make the world a better place.

Our work is about people – from the investment committee that oversees an organization's investment portfolio to the retiree who spent 40 years on the factory floor to the single mother who needs financial assistance from a charitable foundation.

We're making life better by safeguarding Pensions, Foundations and Endowment assets, maximizing performance of these assets, and clearly explaining the investment process and results.

Our goal is to enrich people's lives by effectively managing pension plans, foundations and endowment funds.