Endowments & Foundations
STRATEGIC INSIGHT AND TACTICAL SUPPORT FOR FOUNDATIONS
We are well-versed in the singular challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission in the years to come.
Our team serves as an extension of the investment committee and provides critical support in helping to fulfill your fiduciary responsibilities.* We help our clients implement strategies designed to effectively manage their portfolio, stewardship duties and spending policy needs.
Through tactical asset allocation, we develop adaptable investment strategies tailored to meet the objectives of your Investment Policy Statement. Our advisors leverage extensive resources and conduct objective research to identify investment opportunities we believe are worthwhile, align with your values, and contribute to your foundation’s sustainability.
Our relationship with you and your organization is ongoing, and we diligently review and recommend rebalancing your investment portfolio when necessary to ensure alignment with your long-term goals. We’re as deeply invested in your foundation’s success as you are.
SERVICES INCLUDE
Due Diligence and Research
Selection of Institutional-Class Managers
Investment Policy Statement Review
Investment strategy management and rebalancing suggestions
Spending policy needs, portfolio reviews and stewardship documentation
Knowledgeable support and guidance on regulatory standards
Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.
*As set forth in, and subject to, applicable agreements.