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The investment options that make up your portfolio are critical. We start by gaining an understanding of your unique needs, then implement a strategy designed to bring the greatest impact to your mission and organization—whether you're looking to outsource or improve investment team effectiveness.

Nonprofits

Our experience prepares us. Our first nonprofit client hired us over 30 years ago. Our focus is helping clients achieve goals and overcome financial challenges.

Higher education

Our tenure and expertise in the higher education space can bring an efficient process and a clear understanding of how investment decisions impact your overall organization.

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Community foundations

As a community foundation, your mission matters most. From building a customized portfolio to supporting fundraising efforts and donor education, we strive to be more than just an investment provider.

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Investment committees

Tools and resources to improve efficiencies and governance: key factors to achieving your mission.

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Hospitals and healthcare systems

Our experts are focused on understanding the financial goals of our hospital and healthcare clients. We create a custom plan that aligns allocation strategies with your goals and risks tolerances. We develop custom investment portfolios and provide stress testing for each asset pool to give a total enterprise risk management view.

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Case study: Our holistic analysis helps healthcare systems maintain strategic focus during changing and unpredictable circumstances.
Hospitals and healthcare systems

We’re your fiduciary strategic partner, creating custom investment portfolios for each of your asset pools, including operating pools, defined benefit plans and foundations

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Information as of Dec. 31, 2023. 

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

Institutional investors