We specialize in working with endowments, profit sharing plans, and retirement plans with assets under $20 Million.

We understand that as an institution you have unique cash flow requirements and investment time horizons.

Our approach to institutional investing combines the efficient, low-cost principles we were founded on with the unique opportunities available to institutional investors.

If you would like us to review your organization’s current investment strategy and present your investment committee with an objective report of our findings, please fill out the form below or contact Noah Greenbaum at

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