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Our History


Our History   
The firm has grown steadily through
referrals from clients & vendors
noun-timeline-2411415-64879B.png

1986

$6.5 billion

2 employees

1 plan
 

1993

$15 billion

7 employees

2 plans
 

2004

$42 billion

14 employees

30 plans
 

2013

$64 billion
($32B as OCIO)

27 employees

66 plan

2022

$134 billion
$72B as OCIO

45 employees

123 plans

1984
First of a
long series of expert witness assignments

1990
First office established in Palo Alto, CA

1994
First Defined Contribution Plan

1996
First
public
plan

2004
First
corporate plan

1995
First Health
& Welfare
Plan

1998
Adoption of performance reporting system that would become industry standard

2006
First
OCIO
client
 

2009
First
Foundation

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