Your Fiduciary Investment Consultants

With over 20 years of asset management experience, including almost 17 years serving institutions and around five years serving high-net-worth families, Sutanto applies his expertise on capital preservation and risk-controlled approach to managing portfolios.

He previously worked as a Co-Portfolio Manager for TIAA-Nuveen, where he managed multi-asset portfolios for large institutions. Following TIAA-Nuveen, Sutanto co-founded IndiCo Capital, where he continued to serve high-net-worth individuals and families. Dedicated to giving back, he currently sits on the Investment Committees of the University of Hawaii Foundation and the Honolulu Museum of Art, where he advises on endowment portfolios.

Sustanto currently lives in the San Francisco Bay Area. His main hobby, outside of investment, is dog showing – he owns five Whippets!

With over 25 years of experience in financial services, including having run a large hedge fund for over 15 years for both JW Seligman and Ameriprise Financial, Vishal is well-versed in all public equities – especially institutional money management.

Vishal is passionate about advising high-net-worth clients and is intensely focusing on capital preservation, thoughtful diversification, and earning superior risk-adjusted returns to deliver top-notch results.

As a San Francisco resident, Vishal enjoys all things outdoors, including hiking, tennis, and gardening. He also takes regular getaways to Sonoma, where he indulges his passion for reading and socializing with close friends.

Aaron is a dedicated financial advisor with over 15 years of experience helping organizations achieve long-term financial stability and mission-driven success. He specializes in strategic financial planning, investment guidance, and fiduciary stewardship, ensuring that his clients can maximize their impact while navigating the complexities of financial management.

With a background in law and finance, Aaron brings a unique perspective to nonprofit leadership and governance. He is a licensed attorney in both Florida and New York and an active member of the Florida Bar Association and New York Bar Association. He serves as Chairman of SEHEI, a 501(c)(3) shared housing initiative, and is a board member of the Planned Giving Council of Northeast Florida, furthering his commitment to philanthropic strategy and legacy giving.

Beyond his advisory work, Aaron has a strong entrepreneurial background. He co-founded ClickPay, which grew to become the largest payment processor in the real estate industry before its successful acquisition by RealPage in 2019. His ability to build, scale, and navigate complex financial landscapes offers invaluable insights to the nonprofit sector.

Aaron is passionate about service, regularly volunteering his expertise through board leadership and pro bono representation of nonprofit organizations. He lives in Jacksonville Beach, Florida, with his wife and two daughters. In his free time, he enjoys basketball, tennis, and spending time on the water fishing and boating with his family.

Throughout his 25+ year investment career, Keith has maintained a strong focus on helping his clients achieve their generational goals. He enjoys advising entrepreneurs, family offices, endowments, and foundations — with previous tenures at Truist, Bessemer Trust, GenSpring Family Offices, and J.P. Morgan. 

Keith is an active member of the Southeastern Venture Capital and Private Equity community as a board member of RiseIT Solutions, Vice-Chair of the CofC Foundation, Finance Chair for Charleston Promise Neighborhood, and a YES Carolina Mentor.  

An avid expeditioner, Keith has summited Kilimanjaro twice and recently completed his third expedition to Antarctica (as part of the first team in history to reach the South Pole utilizing only solar, wind, and biofuel for power).

Over the past 15 years, Daniel has helped business owners, entrepreneurs, and families realize their financial aspirations through goals-based planning. This comprehensive approach and coordination of all assets brings clarity and confidence to financial decisions: each client has a unique situation, and Daniel’s tailored approach is vital to achieving their goals.

Daniel is a former Systems Engineer and Product Manager at AOL, and he transferred those skills to assist clients with financial planning. A current doctoral candidate at the University of South Florida, Daniel’s research is focused on uncovering the inhibitors and motivations for planning.

Daniel is an Advisory Board Member of GrowFL and the University of North Florida, as well as an alumni of Leadership Jacksonville and 40 Under 40. Daniel and his wife, Carol Dobbs, live in Atlantic Beach with their two children, Kennedy Grace and Wilder James. Daniel enjoys all outdoor activities – whether it includes golf, the ocean, the top of Mt. Rainier, or braving tent camping with a 2-year-old.

Min is responsible for dynamic asset allocation, curation of top managers in both public and private markets, and constructing thoughtful portfolios tailored for clients’ goals. She previously managed multi-asset, equity, fixed income, and hedged strategies for institutional and private wealth clients at United Capital (acquired by Goldman Sachs), PIMCO, Pacific Life Causeway Capital, and Capula Global. 

Alex has more than 10 years in Investment committee leadership and portfolio management. He currently sits on the Board of Governors for Cranbrook Schools, where he acts as the chair of the Investment Committee for a $500M endowment.

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Alex’s primary focus is high level investment strategy on behalf of the client in conjunction with mission, goals and risk parameters. As a CFA, he is a specialist in balancing portfolio allocation and optimizing investments.  Alex led the investment team at GLP Financial Group and Investments for over 10 years, rising to the role of Chief Investment Officer.  He graduated magna cum laude from the University of Michigan with a degree in Biochemistry.