Transworld Business Advisors

TIFF Advisory Services, based in Wayne, PA, has over 30 years of experience in providing client-centric investment solutions tailored to support the long-term missions of nonprofit organizations. The firm specializes in comprehensive Outsourced Chief Investment Officer (OCIO) services and private market solutions for endowments, foundations, and institutional clients. With a focus on maximizing mission impact and financial stewardship, TIFF leverages deep relationships to source exceptional investment managers who can identify and capitalize on unique opportunities. Their approach includes delivering customized multi-asset class portfolios and specialized investment strategies to meet the diverse needs of their clients. Generated from the website

Bluestone Capital Management is a boutique asset manager located in Wayne, PA, specializing in providing clients with differentiated sources of alpha. Their hybrid approach combines top-down analysis with bottom-up views to build adaptive portfolios that blend quantitative analysis with fundamental insights and rigorous risk management, aiming to improve risk-adjusted performance over a full market cycle. Bluestone offers a range of strategies, including Bluestone Elite, which aims to improve the risk-adjusted return of a traditional all-equity portfolio, Bluestone Income, which delivers superior current income with reduced volatility, and sub-advisory services that have earned recognition for improving risk-adjusted performance. With a focus on data-driven decision making and a diverse range of assets, Bluestone Capital Management provides institutional-quality, repeatable processes to manage strategies regardless of the structure.Generated from the website