About

Headquarters

429 Santa Monica Blvd, Santa Monica, CA 90401-3437, USA

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Overview

Empowering Educational Excellence Through Strategic Investment Leadership

Dedicated to the industry of Independent College Leadership, this company functions as a pivotal outsourced investment office, providing both institutions and private investors with bespoke investment solutions. With a strong emphasis on sound governance and comprehensive strategic frameworks, the firm amplifies its clients' capabilities to better serve their educational communities and constituencies. The firm offers holistic support through its advanced proprietary research, ensuring their clients have a robust backbone for their financial decision-making processes and facilitating superior, long-term investment outcomes.

Founded in 2001, this independent, employee-owned firm is committed to fostering deep partnerships with its clients. By maintaining the flexibility to invest significantly for impact while focusing intensely on mission-driven results, the company has garnered recognition as a trusted steward and partner. Known for their dynamic investment strategies and private market access, they offer high conviction and diverse portfolio solutions. Their collaborative organizational ethos ensures every client's unique needs and missions inspire customized investment programs that lead to meaningful returns and enduring impacts in the educational sector.

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Contacts (1)

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Garry Duncan

Managing Director

Locations (3)

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Headquarter

429 Santa Monica Blvd, Santa Monica, CA 90401-3437, USA

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Santa Monica

429 Santa Monica Blvd, Ste 650, Santa Monica, CA 90401-3437, USA

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Santa Monica Location

429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401-3437, USA