Foundations, Endowments & Not-For-Profits

We accompany client organizations & their values on a shared journey of Service. Collectively we have over 50 years of experience in the Not-For-Profit arena as founders, executive management, staff, volunteers, and directors/trustees/officers of boards.

We partner with you to:

  • Bring alignment and cohesion to the relationship between your vision, mission and investments
  • Provide educational opportunities for staff and volunteers
  • Provide continuity of financial consciousness through personnel changes
  • Help align your operational cash flow with your organizational values
  • Help embed your principles in an Investment Policy Statement
  • Construct and manage your endowment and/or foundation assets

Our low “fee-only” relationship reflects our commitment to your success.

Investment Updates

Contact Info

New York Office
255 Washington Avenue Extension, Suite 204
Albany, NY 12205
Phone: 518-464-0319
Fax: 518-464-5004

Hawaii Office
841 Bishop Street, Suite 1607
Honolulu, HI 96813
Phone: 808-531-5665
Fax: 518-464-5004


California Office
Phone: 831-227-2624
Fax: 518-464-5004