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

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.

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

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.