Who We Serve
For retirement plan sponsors, endowments and foundations, and the attorneys and CPAs who refer to us, we provide fiduciary, fee-only investment oversight grounded in evidence and a documented process.
Retirement Plan SponsorsWhether it is a 401(k), 403(b), defined benefit, or deferred comp plan, we provide fiduciary oversight, coordinate with recordkeepers and administrators, and help keep your plan competitive, compliant, and your employees on track.
See our solutions for retirement plan sponsorsRead: The Plan Sponsor's Fiduciary Checklist
Endowments & FoundationsFor foundations, endowments, and donor-advised funds, we build disciplined, evidence-based strategies designed to fund your mission through every market cycle — grounded in research, not speculation.
See our solutions for endowments & foundationsRead: Spending Policy and the Long Game for Endowments
Attorneys & CPAsWe collaborate with estate attorneys and CPAs to serve mutual clients, integrating investment, tax, and estate strategy — without competing for your relationship. Refer with confidence.
See our solutions for attorneys & cpasRead: What Estate Attorneys and CPAs Should Look for When Referring Clients to an RIAMost clients are a blend of several situations. A short, no-obligation conversation is the best way to see how we can help.
