Non-Profit and Endowment Management

We have more than 20 years of endowment management experience​, including Chief Operating Officer for one of the top 10 public University endowments​. Those assets grew from $330 million to $1 billion during management tenure. We have experience in creating and revising investment policies and ​work with organizations to create a long-term guide to preserve and utilize funds efficiently​.

We provide personalized financial planning and investment management services to clients in Indianapolis and Bloomington, Indiana and across the United States.

You are invited to begin a conversation.