Tiff Investment Management is a financial advisory firm based in Radnor, Pennsylvania. It currently has approximately $7,635,865,506 of assets under management and employs about 64 people. Tiff Investment Management uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and carried interest-certain pe vehicles.

Tiff Investment Management is a financial advisory firm based in Radnor, Pennsylvania. It currently has approximately $6,392,059,489 of assets under management and employs about 68 people. Tiff Investment Management uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and carried interest-certain pe vehicles.

Nordwand Advisors, LLC is a registered investment adviser established in Delaware in July 2022 and registered with the U.S. Securities and Exchange Commission in September 2022. The firm offers discretionary and non-discretionary investment advisory services on a fee basis, including financial planning and consulting services upon client request. Investment strategies primarily focus on individual equity, debt securities, mutual funds, ETFs, and alternative investments aligned with client objectives. Clients have the option to engage in non-discretionary services, where transactions require client consent. Nordwand Advisors may recommend allocating assets to independent managers and has a relationship with Dynasty Financial Partners, providing operational support and access to investment programs. The firm's annual advisory fee ranges up to 1.50% of assets under management, with additional fees for Dynasty's services and independent managers. Nordwand Advisors does not participate in performance-based fees, and clients include individuals, business entities, trusts, estates, and pension plans. The firm emphasizes fundamental and technical analysis, with investment strategies tailored to client objectives. Nordwand Advisors maintains a Code of Ethics, conducts ongoing account reviews, and does not vote client proxies. Clients receive regular account statements and reports, and the firm's Chief Compliance Officer is available for inquiries.

Callan Family Office, LLC is a Registered Investment Adviser established in December 2021, offering financial planning, consulting, and investment management services. The firm manages client investment portfolios on a discretionary and non-discretionary basis, primarily allocating assets among third-party independent managers, direct indexing capabilities, and privately placed securities. Clients must enter into written agreements outlining advisory terms. The firm tailors services to meet individual client needs, continuously assessing risk tolerance, time horizon, and liquidity constraints. Clients have the option to impose restrictions on account management. Callan Family Office also offers family office services, financial planning, philanthropic consulting, and business advisory services. The firm's investment philosophy is based on fundamental analysis to evaluate risk and reward, focusing on total net returns while minimizing taxes, fees, and volatility. The firm has $6.67 billion in assets under management, with a minimum account value of $50 million. Callan Family Office acts as a fiduciary, accepting proxy voting authority and exercising investment discretion on behalf of clients. The firm accepts the authority to vote client securities and conducts annual surprise examinations for custody-related activities. Clients are provided with regular account statements and reports, and the firm follows a code of ethics to prevent unlawful practices. Callan Family Office recommends the use of Charles Schwab & Co., Inc. for custody, brokerage, and clearing services, receiving support and benefits from Schwab. The firm also discloses its brokerage practices, fee structure, and potential conflicts of interest related to client referrals and other compensation.

TIFF Endowment Asset Management, LLC (TEAM) is a registered investment advisor that has been managing client assets on a discretionary basis since March 9, 2012. TEAM primarily serves as the general partner and investment advisor of The TIFF Keystone Fund, L.P. (TKF), a fund that largely operates on a fund-of-funds basis, investing in various asset classes globally. As of December 31, 2024, TEAM managed $1,918,186,412 in client assets, all managed on a discretionary basis. TEAM receives a management fee from TKF, ranging from 0.40% to 0.50% annually, with certain assets invested in affiliated acquired funds. TEAM does not charge performance-based fees to TKF but may charge fees based on assets under management. The firm acts as a fiduciary for clients, providing ongoing monitoring of investment performance and employing a multi-manager approach. Additionally, TEAM has implemented compliance policies to address conflicts of interest, including allocation of investment opportunities and oversight of client referrals and other compensation practices. Clients can access performance reports, financial statements, and engage in ongoing communication with the firm to address investment-related queries.

Presilium Private Wealth, LLC is an investment advisory firm based in Radnor, PA, established in 2022. The firm is owned by Jerry Davidse and Brook Hart. As a fiduciary, the firm is committed to acting in the best interest of its clients. They offer Comprehensive Portfolio Management services, providing asset management, financial planning, and consulting. The firm utilizes a service-oriented advisory practice with open communication to help clients meet their financial goals while considering risk tolerance and time horizons. Presilium Private Wealth, LLC has a contractual relationship with Dynasty Financial Partners, LLC, providing operational and back-office support. The firm manages $554,248,200 on a discretionary basis as of December 31, 2024, with a maximum annual fee of 1.50% for Comprehensive Portfolio Management. Clients may have a minimum account balance requirement of $500,000, with exceptions considered case-by-case. The firm does not offer or sponsor a wrap fee program and does not charge performance-based fees. Clients have the option to direct brokerage outside the firm's recommendation. Presilium Private Wealth, LLC does not receive soft dollars beyond what is permitted by the Securities Exchange Act of 1934. The firm has safeguards in place for third-party money movement and does not accept proxy authority to vote client securities. Clients are encouraged to review account statements from the custodian and can discuss any questions with the firm. Presilium Private Wealth, LLC does not provide financial information in the brochure as it meets specific criteria exempting it from this requirement.

StoneRidge PMG Advisors, LLC is an investment management and advisory firm specializing in U.S. dollar-denominated fixed income portfolios. Established in 1996, the firm offers customized Cash Management Solutions and portfolio management strategies such as Limited Maturity, Tax Efficient, and Core-Government/Credit Fixed Income. StoneRidge PMG Advisors charges asset-based fees, with account minimums of $20 million for Aggregate portfolios and $5 million for other strategies. The firm's investment philosophy focuses on conservative, disciplined approaches to outperform benchmark indices. They employ active management strategies with an average annual portfolio turnover exceeding 100%. Clients include institutional entities like pension plans, public funds, and insurance companies. StoneRidge PMG Advisors does not engage in principal trading and refrains from agency cross transactions. The firm's Chief Compliance Officer oversees ethical standards, including a Code of Ethics, fiduciary duty, personal trading policies, and insider trading prevention. Clients' non-public personal information is safeguarded, and the firm does not maintain custody over client funds or securities. The firm's Privacy Notice details information collection practices and sharing protocols. Advisory personnel, including CEO Steven L. Sanders and Senior Vice President Folu O. Abiona, are experienced professionals with educational backgrounds and business histories outlined in the brochure supplement. Clients receive quarterly reports, and account reviews are conducted regularly to ensure adherence to client guidelines and objectives. The firm's investment discretion varies based on client agreements, with most accounts managed on a fully discretionary basis. Voting of client securities is not applicable as the firm does not trade equity securities. The brochure provides comprehensive information on the firm's operations, fees, investment strategies, risk management, and compliance practices. For further details, clients can contact the Chief Compliance Officer, Kimberly A. Clarke.

Godshalk Welsh Capital Management, Inc. is a registered investment adviser established in 1991 by Matthew Welsh. The firm specializes in providing investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Clients can engage the firm for discretionary investment advisory services on a fee-only basis, with fees generally ranging from 0.50% to 1.00% of assets under management. Additionally, the firm offers financial planning and consulting services on a stand-alone fee basis, typically charging between $1,000 and $5,000 or $200 per hour. Clients have full discretion over implementation decisions and are not obligated to follow recommendations. The firm primarily allocates client assets among various securities, mutual funds, bonds, ETFs, and other instruments based on designated investment objectives. Godshalk Welsh Capital Management does not participate in performance-based fees, accepts no compensation from the sale of securities, and does not engage in wrap fee programs. The firm does not have any disciplinary actions and does not receive compensation for client referrals. Clients are encouraged to review their accounts annually, and the firm does not vote client proxies. The Chief Compliance Officer, Matthew Welsh, is available for any inquiries regarding the firm's disclosures and services. As of January 31, 2023, the firm had $253,642,196 in assets under management on a discretionary basis.

StoneRidge Investment Partners, LLC is a suburban Philadelphia-based registered investment adviser specializing in separate account equity management for institutional investors and other investment advisers. The firm was established in 1999 by equity investment professionals formerly with Meridian Investment Company. Beltraith Capital, LLC acquired a majority ownership interest in SRIP in 2009. SRIP offers various equity products, including Large Cap Core Equity, High Quality Large Cap, Large Cap Constrained Volatility, Dynamic Small Cap Equity, and Smid Growth Long Term. The firm manages discretionary assets totaling $286,207,220 as of December 31, 2024, for institutional investors, public funds, Taft-Hartley plans, private funds, insurance companies, and foundations. For clients with separately managed accounts, fees are negotiable and billed quarterly based on total assets. SRIP may engage in sub-advisory arrangements, where fees may vary. The firm does not charge performance-based fees. Clients have the option to delegate proxy voting authority to SRIP. The firm does not maintain custody of client funds. Investment discretion varies depending on the type of account, with model portfolio services negotiated with sponsoring investment advisers. The firm's investment strategies include fundamental research, technical analysis, and quantitative tools to make investment decisions. SRIP's investment philosophy focuses on growth, valuation, corporate strategy, management quality, and industry fundamentals. The firm's investment team uses a proprietary screening tool to identify potential investments and conducts research through company meetings, analyst reports, and industry conferences. SRIP has a Code of Ethics in place to ensure professional and ethical conduct by employees. Compliance and supervision are overseen by the Chief Compliance Officer. The firm has no legal or disciplinary events to disclose.