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Building your future, together.
We're an investment manager dedicated to helping you meet your financial goals.
Wealth Management
Personal relationships allow us to understand your needs. We're here help you save for the future, plan with confidence, and retire comfortably.
Asset Management
A strong investment legacy requires an active, independent approach. This is the foundation of the solutions we offer institutions, advisors, and consultants.
Prosper: Our Guide to Financial Planning
In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on retirement planning, investing, estate planning, charitable giving, insurance, taxes, and so much more.
Semi-Annual Outlook: Cooling Off After an Endless Summer
In our latest Semi-Annual Outlook, we describe the businesses we are willing to invest in, and provide our view on potential portfolio impacts heading into the second half of 2019.
Impact: Helping Endowments & Foundations Succeed
We created this inaugural issue of Impact because we believe in helping those who help others. Impact contains articles and information on investing, lessons learned, how to prepare your organization for the next generation of leadership, and more.