INVESTMENT ADVISORY

ESG Investment Advisory for Foundations, Non-Profits and Plan Sponsors

Proudly headquartered in Milwaukee, WI, our independent investment advisory team leverages deep industry experience and world class research tools to provide investment advisory services as a fiduciary to non-profits, institutions and plan sponsors. Our goal is to help your institution navigate the investment landscape, all through a socially responsible ESG lens.

As an investment advisor, we serve as a fiduciary for foundations, non-profits, institutions and plan sponsors to assist in navigating the investment landscape.

Our services include:

  • Design custom asset allocation strategy
  • Develop Investment Policy Statement
  • Investment manager due diligence 
  • Board reporting
  • Cash flow management
  • Implement strategy
  • Measure and monitor investments
  • 3(38) Investment Fiduciary Services