Endowments & Foundations

Helping organizations fulfill their mission.

We act as the Outsourced Chief Investment Officer for non-profit organizations and always adhere to fiduciary standards. Our team delivers comprehensive and customized investment portfolio management and reporting to each organization based on their individual goals and objectives.

EXCEPTIONAL PERSONAL ATTENTION.
IN-HOUSE EXPERTISE. REAL–WORLD SOLUTIONS.

INVESTMENT POLICY CONSTRUCTION & REVIEW

Initial development of investment goals, objectives, constraints, and management guidelines as well as ongoing policy review.

SPENDING POLICY DESIGN

Withdrawal rate analysis based on capital needs and development efforts.

PORTFOLIO IMPLEMENTATION & MANAGEMENT

Investment selection and ongoing management of customized investment portfolio based on stated goals, objectives, and guidelines.

Happy insurance agent and senior couple talking while going through paperwork on a meeting in the office.

CUSTOMIZED REPORTING

Bespoke benchmarking and investment performance reporting to accurately monitor progress.

COMMUNICATION & MEETINGS

Regular review of investment portfolio and performance with trustees to ensure informed decision-making.

A senior professional in a business meeting, speaking confidently in a modern office, surrounded by attentive colleagues. A display of experience and leadership.

TRUSTEE SUPPORT

Training and education for the fiduciaries entrusted with the organization’s investment assets.