ASC has a history of serving fiduciaries for endowments, foundations, and retirement plans. We strive to deliver the resources of a large firm while preserving the care of a boutique.

Let us be your investment office.
ASC’s customized portfolios and personalized governance solutions put all the capabilities of a dedicated investment office within reach of small and mid-sized institutions.

ASC believes our private wealth clients deserve the same stewardship afforded endowments and foundations.  In doing so, we help families and individuals achieve their investment and wealth planning goals.