WE ACT AS THE INVESTMENT OFFICE FOR OUR CLIENTS We provide the service our clients would build themselves if they had the resources of a large endowment.

WE MAINTAIN CONFIDENTIALITY IN RELATIONSHIPS We treat all information and client materials as proprietary.

WE ACT AS A COLLABORATIVE TEAM We believe that many are better than one and clients have access to our whole team.

WE AVOID CONFLICTS OF INTEREST WITH OUR CLIENTS We are paid through a simple and fair fee model, without incentives that encourage undue risk taking.

WE CONSTANTLY WORK TO BE BETTER We strive for a premier investment process and always seek to improve.

WE STEWARD ASSETS RESPONSIBLY We treat client assets with care and invest our own assets alongside our clients.