An excerpt from our March Monthly Market Review: The surge in global equities continued in March, capping off a stellar first quarter for asset markets. U.S. and Japanese equities, bitcoin, and gold…

An excerpt from our 2023 Executive Summary: Strategic Investment Group partners with clients to provide sophisticated, customized investment solutions, traditionally only available to…

On March 26, 2024, from 9:30 am to 1:15 pm ET, Nikki Kraus will present at an Endowment Governance Workshop as part of AGB’s National Conference on Trusteeship held at the Hilton Boston Park Plaza…

On March 1, 2024, Nikki Kraus, CFA, President and Chief Client Officer, participated and moderated a panel discussion at the sixth annual Women’s Investment Summit (“WIS”) on Operating Excellence at…

An excerpt from our February Monthly Market Review: Global equity markets surged higher in February. The S&P 500 and NASDAQ indexes reached all-time highs and the Japanese equity market…

Managing an investment office for institutional investors can be a complex and costly endeavor. In the latest edition of our Fiduciary Insights series titled, Building Blocks and Costs of an Internal…

On February 15, 2024, Pat Torrey, Managing Director of Client Development, will participate in the Portfolio Summits Fiduciary Investors East Summit at the Ritz-Carlton in Philadelphia. The summit…

Nathalie Cunningham, CFA, CAIA®, Managing Director, Client Portfolio Manager, was delighted to participate in the CFA Society of Washington, DC’s Asset Allocation Panel on January 24, 2024. In…

On Monday, January 29, 2024, Chris Lvoff will speak at the Association of Governing Board’s (AGB’s) 2024 Foundation Leadership Forum in a plenary session titled, The Global Economic Outlook: Insights…

Chris Lvoff, CFA, ASA, Co-Chief Investment Officer, shared his thoughts for this “Special Report 2024: Traditional Investments Outlook,”, by Nonprofit News, a part of FIN News. The report provides…