FEG's mission is to "Empower our clients to achieve their goals through superior investment performance, objective insights, and research". We are an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, community foundations, religious organizations, and healthcare institutions. FEG developed the Responsive Investing Solutions Exchange (RISE), as a partnership with our clients to provide investors seeking both financial and social gains the opportunity to align their portfolios with their own unique goals.
Silicon Valley Community Foundation advances innovative philanthropic solutions to challenging problems, engaging donors to make our region and world a better place for all. Through visionary leadership, strategic grantmaking and world-class experiences, we partner with donors to strengthen the common good locally and throughout the world. For over a decade, SVCF actively engages with donors wishing to make mission-aligned investments from their donor advised funds, and works with donor's investment advisers to achieve custom impact portfolios.
Syntrinsic Investment Counsel partners as a fiduciary with nonprofit organizations and philanthropic private clients to develop, implement, and monitor customized investment portfolios.
Our mission is to provide responsible stewardship of client assets to achieve client goals, including security, growth and impact. We serve our clients through customized separate account management as well as a suite of mutual funds with comprehensive environmental, social and governance criteria.
WIT, LLC is the investment team of Walton Enterprises, the family office that serves the personal and business needs of the family of Sam and Helen Walton. Our primary mission is to enable all Walton family members to reach their personal, philanthropic, and business aspirations.
