In this persistent low interest rate environment, charities, religious orders and other institutional clients are having the returns on their reserves significantly compressed. Accepting that risk and return are linked, our conservative investment philosophy which looks to provide reasonable returns while moderating downside risk is consistent with the investment objectives of charities and many institutional clients.

Furthermore for those who need to incorporate ethical criteria into their investments we can facilitate this.

We are committed to providing expert and independent investment analysis to the charity and not for profit sector.