Endowments & Foundations
Working with a team that has the experience to understand the unique challenges of the not-for-profit landscape.
Working with consultants who not only talk, but also listen.
Working with a team that serves as a strategic partner – a trusted resource beyond the investment portfolio.
What Makes Us Different
With the ultimate goal of achieving intergenerational equity and constructing a portfolio that will help your asset pool exist in perpetuity, we employ a strategic approach and don’t get unnerved by short-term market conditions.
We take the time to listen to our clients and understand their predilections and their purpose, and we allow that knowledge to guide us in our portfolio construction process. The end result is a customized portfolio created through the lens of each client’s unique goals, objectives, and preferences.
Focus on Governance
Our proprietary fiduciary governance calendar creates a disciplined governance process that ensures our clients are fulfilling their fiduciary obligations.
Our deep and credentialed manager research group follows a rigorous due diligence process that results in the selection of best-in-class managers.
We do not make investment decisions/recommendations in a vacuum – we analyze each client’s portfolio holistically and strive to employ underlying investment strategies that are complementary to one another.
We work with clients in a traditional advisory capacity, a discretionary/OCIO capacity, and everything in between. We will find a solution that works best for your particular organization.
Our Endowment & Foundation Services Include:
- Asset allocation analysis
- Portfolio construction
- Fiduciary governance
- Investment policy review/development
- Spending policy analysis
- Investment manager search and selection
- Ongoing performance monitoring
- Custodial search and selection
- Peer benchmarking analysis
- Operational assistance
- Fee negotiation
- Outsourced CIO Solutions