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Institutional

Investors

The managers at Connective Portfolio Management are privileged to serve those who are charged with the administration of an endowment, foundation or benefit plan. To help them achieve their critical investment goals, our managers use an investment approach designed to help achieve sustainable long-term competitive returns.

This approach makes use of multiple asset classes based on their goals, time horizons, and risk tolerance; the development of, and adherence to, a written investment policy; and a regular review of investment performance versus their objectives and relevant benchmark indices.