An Accomplished Investment Team Dedicated to Your Goals.

Our team is committed to providing your organization with outstanding service. This has earned us both loyalty from our clients, and recognition from our industry. Our accomplishment highlights include:

  • In 2014 our team was nominated for Healthcare System of the Year by Institutional Investor (Hedge Fund Industry Awards), which recognizes the people and firms across the industry whose innovation, achievements, and contributions made them stand out among their peers.
  • In 2013 our team was nominated for Large Non-Profit of the Year by Foundation & Endowments Intelligence, which recognizes the foundations, endowments, consultants, marketers, and investment managers who stood out for their successes, achievements, and contributions over the past year.
  • As a result of the investment work performed by Ascension Investment Management investment personnel, Ascension Health won the Innovation Award (Healthcare Organization Category) by aiCIO magazine in 2012 and was nominated for Large Nonprofit of the Year by Institutional Investor magazine in 2013.
  • David Erickson was ranked #56 in 2013 and #61 in 2012 of the world’s most influential institutional investors in aiCIO magazine’s list of the “Power 100.”
  • In 2014 and 2013, Joshua Kaplan was recognized by aiCIO magazine as one of the 40 most influential institutional investors under the age of 40.