For over 8 years, Yorkville has been providing investment and client services to foundations, endowments, and not-for-profits. Although the company has grown and evolved, the fundamentals of Yorkville remain the same. Our team of investment professionals collectively have over 25 years of experience with foundations, and continue to provide investment services with the ability to further customize and improve their level of client service. This starts with a direct relationship with those who make the investment decisions on your behalf, followed by customized reporting and ongoing communication, transparent investment strategies, advisory services, and educational seminars for boards and committees – we are constantly working for our clients. Yorkville also assists its clients in designing and reviewing adequate and sustainable investment

policy statements. Additionally, Yorkville demonstrates leadership in the area of portfolio management by creating a Foundation Advisory Board. This is an independent group of experienced board participants that are eager to share their experiences in properly guiding charitable foundations. Doing the right thing is a guiding principal at Yorkville, and a growing audience of foundations have placed their trust with us.