Caring, legacy, and permanence

These are the pillars of most private foundations.

Imagine a philanthropic partner who helps you maximize the value and impact of your philanthropy.

With over five decades of experience acting as fiduciaries on behalf of our foundation clients, we have developed a unique level of engagement with our foundation Boards. We make sure your chosen mission and vision are supported by a comprehensive and collaborative investment management process.

Our "Even Better" Experience TOP

  • Complimentary Discovery Process
    • Our time-tested discovery process allows us to get up to speed quickly with your foundation’s history, culture, and objectives. This is the first step toward determining if we can add real value to your foundation team.
  • Foundation "Stress Test" Identifies Gaps and Opportunities for Improvement
    • Our detailed and confidential “Stress Test” allows us to respond with a valuable analysis of your existing approach, identifying any gaps between where you are now and where you’d like to be, and finally proposing a process for moving forward to bridge those gaps.
  • Board Engagement – Providing “Best Practice” Education
    • We are firm believers in “partnering” with your board and other experts. We act as a resource to educate your board regarding all aspects on the investment management process.
  • Developing an Appropriate Written Investment Policy
    • We will assist the Board to create this important document for your foundation and review it annually.
  • Establishing an Appropriate Asset Allocation for the Investment Portfolio
    • This is the starting point to a thoughtful investment process. We will help your Board establish an asset allocation based on your risk tolerance and preferences.
  • Selecting Specific Investments
    • We have decades of experience selecting investments tailored to meet your specific expectations. We also provide shareholder proxy voting and shareholder litigation filing services at no additional cost.
  • Record Keeping and Performance Measurement
    • We track all your foundation investments daily making this information available 24-7 at We also provide comprehensive quarterly reports including performance and benchmarking.
  • Investment Committee Review Meetings
    • We host regular in person or virtual investment review meetings with the investment committee so you remain engaged in the process.
  • Reporting to Trustees or Board Members
    • Our robust reporting platform allows us to produce virtually any report you would find valuable in assuring your investment strategy is meeting your expectations.
  • Tax Return and Annual Audit
    • We work closely with your CPA firm to ensure they have everything they need to complete your annual return.

Something else we can do for you TOP

  • Complimentary & Confidential Stress Test
    • The first step to determining if we are a good fit is to participate in our complimentary and confidential Stress Test. This robust discovery process will provide you with a thorough review of your existing approach and identify if there is an opportunity for improvement.
  • Have Coffee with Bruce
    • We develop lifelong relationships with our clients. Feel free to reach out to Bruce by email or at (415) 925-4005 for a casual meeting to determine if we have the chemistry to be successful together.

Take the next step. Let us know how we can help you.

The First Step Toward A World Class Wealth Management Experience

There is nothing more rewarding for us than to have a meaningful long-term relationship with our clients.

We encourage you to contact us to set up a time to meet or download our Wealth Management Brochure.