Who Should Join?

Foundations, Endowments and Not-for-Profit Organizations with long-term investment funds…
  • Up to $250 million in Investable Assets
  • Governing Board or Committee
  • Outsourced Financial Advisers/Investment Consultants
    • Or Internal CIOs with limited staff
  • Operating with an established Investment Policy
  • Desire to be more effective Fiduciaries