Investment Management for businesses and non-profits combines three distinct needs. From the very top level, investment management decisions need to be consistent with the vision of a company's founders or board of directors, or the board of directors and benefactors of a non-profit. Secondly, the management strategies must be designed like the institutions themselves: to survive in perpetuity. And third, sufficient liquidity must exist so that institutions may draw on assets to cover short-term cash flow needs. Caring for these major considerations, and developing an empathetic understanding of stakeholders’ wants and needs, forms the core of our relationship with our Institutional Wealth clients.