Our Values


  • Mission Statement:

  • We strive to be a true partner for our non-profit and family clients, adding measurable value for them, thereby leveling the investment playing field for investors who are often ill-served by the investment community.

  • Core Values:

  • Integrity ‐ As a fiduciary, we put our clients' needs first, always. Every Mangham team member is held to that standard both in front of the client and behind the scenes.

  • Independence ‐ We answer only to our values and our clients. Organizational independence allows us to maintain our values and minimize conflicts of interest. We are 100% employee-owned and are not affiliated with any other organization.

  • Teamwork ‐ Great teamwork leads to better decisions, better execution and higher quality. We employ a team approach in all aspects of our business with the firm belief that a strong team achieves more than the sum of its parts. The right professionals working together effectively leads to more consistent decision making and better results.

  • Excellence ‐ An emphasis on critical thinking and fact-based analysis allows us to add value for our clients. Each team member shares the values of the firm and is motivated, intelligent and inquisitive. A culture of excellence is supported by insisting on rigorous fact-based analysis and open discussion where respectful collegial debate and intellectual honesty drives decisions.

  • Transparency ‐ Our communications are designed to clarify, not obscure. We share the facts, whether good or bad. Giving our clients insight into our decision-making fosters trust and results in strong, long lasting relationships.

  • Partnership ‐ We don't put boundaries around what we do. As an OCIO, we function as part of our clients' staff. We are true partners with our clients in helping them achieve their goals and missions.


  • A differentiating factor is our adherence to our values in everything we do.