Our principals have significant, direct experience overseeing large pools of capital that employ the "Endowment Model" of investment management. The Endowment Model is utilized by sophisticated, multi-billion dollar endowments, including large colleges and universities, and has proven to be successful over numerous investment cycles. Since income taxes are an important consideration for many of our clients, we maintain a trade by trade oversight to ensure that our investment management strategies will be administered as tax efficiently as possible without undermining the overall purpose of the investment strategy. While each of our clients has unique needs and objectives, we are convinced that following the basic, time-tested tenets of this investment approach will greatly enhance the potential for the successful achievement of long-term goals.
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