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Ardmore, PA 19003
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Experience that
Powers Outcomes

Optimize your operations, minimize risk, and infuse more efficiency, accuracy, and insight throughout your office.

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Our Value
Our Difference
Our People
OUR VALUE

We help you navigate the complexities of investment operations to deliver results:

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More accurate and timely insight
More comfort and capability with your data
More confidence in your operations

Real-World Experience

Our founding roots driving investment operations for one of the country’s largest endowments paired with our experience assisting investment offices around the globe offers a richer perspective that helps you infuse more efficiency, accuracy, and insight throughout your office.
$115B
Client Capital Optimized
10
Different Service Providers Implemented in the Past Year

Independence

We don’t earn fees from vendors and we specialize in a broad array of service providers and technology systems. That means we deliver unfiltered, unbiased advice that matches the needs of your investment office with the service providers that are best for achieving results.

Driven By Results

Our high-touch approach and experienced team is built to get things done, arming you with a scalable operations platform that enables you to more effectively meet your mandate – now, and into the future.
SEE CASE STUDIES
15
Successful Projects Executed in the Past Year
Our People

Meet Our Team

Beth Gilje

Founder

Beth worked at the Penn Office of Investments from 2015 to 2020 on the Operations Team as a Director. She led the implementation of a new portfolio management and RMS platform. Her role focused on technology, reporting, ODD and investment execution.

 

Prior to the University of Pennsylvania Office of Investments, Beth worked as a Senior Principal at Partners Capital Investment Group.

 

Beth holds a BS from Cornell University.

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Brian Mink

PRINCIPAL

Brian worked at PricewaterhouseCoopers from 2010 to 2022 as a Director in the Asset & Wealth Management practice. He led the assurance engagements for several global multi-asset investment managers. His role focused on accounting, reporting, technology, and compliance.

 

Brian holds a BS and MACC from Penn State University Schreyer Honors College and is a licensed CPA in the state of Pennsylvania.

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Effective results start with effective execution.

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Looking to optimize your investment operations?

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