We offer a variety of investment solutions to meet the goals of your clients, including a selection of investment pools and our individually managed fund program.

Individually Managed Funds

Our individually managed fund program offers a distinct advantage for you and your clients. You can continue to manage your clients’ assets and meet your clients’ tax and charitable goals.

Investment Pools

Five investment pool options are designed to meet a range of philanthropic goals and time horizons. Your clients may allocate to one or more pools. Pool allocations may be changed at your client’s discretion. For a current performance report, please visit our Financial Reports.

investment mixes