MANAGEMENT

Ben Carlson, CFA® has spent his career helping institutions invest and manage their portfolios. He has provided both portfolio management and consulting services to a wide range of institutional funds, including endowments, foundations, pension plans and operating funds for various hospitals, insurance companies and charitable organizations. This includes positions with a $2.5 billion investment consulting firm as well as a portfolio management role with a $1.4 billion endowment fund. Ben’s main goal is to provide high quality institutional investment advice to help organizations achieve their desired goals.

CEO

Ben’s institutional investment philosophy is based on a straightforward, operationally efficient approach. This process is centered around the importance of long-term performance, but also recognizes the need to manage risk within the context of meeting an organization’s goals, objectives and spending needs. Ben looks to create personalized investment plans that are easy to understand, operationally efficient, low-cost, transparent and liquid.

OPERATIONS

Ben’s institutional investment philosophy is based on a straightforward, operationally efficient approach. This process is centered around the importance of long-term performance, but also recognizes the need to manage risk within the context of meeting an organization’s goals, objectives and spending needs. Ben looks to create personalized investment plans that are easy to understand, operationally efficient, low-cost, transparent and liquid.