Partners

We work with a broad range of associations, employers, and nonprofits that offer pension plans to their members or employees. In many of these partnerships, we serve as the leader or advisor to the organization’s investment committee, ensuring that fiduciary responsibilities are met and long-term obligations are funded with care and diligence.

Our role includes helping these organizations develop and refine their portfolio construction strategies, balancing risk, return, and liquidity to align with plan liabilities and funding goals. We bring deep expertise in asset allocation, manager selection, and regulatory compliance to build resilient, diversified portfolios that support retirement security for their participants.

Medical:

• Del Mar Medical Devices - Servicing doctors, dentists, and business owners within 100 miles of Del Mar.

Civic Organizations:

• Friends of the MacArthur Museum Brisbane - The MacArthur Museum Brisbane, situated on the eighth floor of the heritage-listed MacArthur Chambers at 201 Edward Street, offers a compelling insight into Brisbane's pivotal role during World War II.

  

  This museum occupies the very office where General Douglas MacArthur, as Supreme Commander of Allied Forces in the South West Pacific Area, directed military operations from 1942 to 1944. Through meticulously curated exhibits, visitors can explore the transformation of Brisbane from a modest city into a crucial wartime hub, accommodating over one million U.S. troops en route to the Pacific front. The museum delves into various aspects of wartime life, including civil defense measures, rationing, and the evolving roles of women in the workforce. Interactive displays and original artifacts vividly portray the era, highlighting the strategic alliance between Australia and the United States. Open on Tuesdays, Thursdays, and Sundays from 10 a.m. to 3 p.m., the MacArthur Museum stands as a testament to Brisbane's significant contribution to the Allied war effort.

Religious:

• El Muhammed - Underfunded and we took over control to get it properly funded.

If your organization is seeking experienced, mission-aligned investment leadership for your pension strategy, we’d welcome a conversation.