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Mission-aligned investment solutions that provide nonprofits financial sustainability.
We craft investment programs to improve long-term financial outcomes and mission goals of nonprofit organizations such as endowments, foundations, charities, healthcare foundations and educational institutions.
We offer a variety of solutions, including outsourced discretionary services, governance, and bespoke investment strategies across public and private markets. Our emphasis on using diverse managers across investment programs ensures access to a deeper talent pool.
E&F portfolios
E&F assets under advisement
Research professionals
Clients pursuing impact investing
Meanwhile, our impact investing approach focuses on providing mission-aligned investment solutions to help your portfolio achieve a societal contribution without sacrificing financial returns. Our clients will also benefit from our proprietary asset allocation tool - Total Enterprise Management - that helps balance investment goals with the needs of your organization.
We believe our ownership structure and vigorous research capabilities allow us to be a trusted and responsible steward of your capital.
Explore our diverse loan offerings tailored to your financial needs. Trust in our reliable service and commitment to your financial success. Contact us today and take the first step towards realizing your financial goals.
