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Who we serve

Nonprofits and healthcare

Custom services for higher education, community and private foundations, and hospitals and healthcare systems.

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.


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.

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.

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.