Endowments and 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.

SERVICES

Investment Policy Construction and Review

Customized Reporting

Spending Policy Design

Communication and Meetings

Portfolio Implementation and Management

Trustee Support

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INVESTMENT POLICY CONSTRUCTION AND REVIEW

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

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CUSTOMIZED REPORTING

Bespoke benchmarking and investment performance reporting to accurately monitor progress.

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SPENDING POLICY DESIGN

Withdrawal rate analysis based on capital needs and development efforts.

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COMMUNICATION AND MEETINGS

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

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PORTFOLIO IMPLEMENTATION AND MANAGEMENT

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

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TRUSTEE SUPPORT

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

(Tap each Service for more info.)

Investment Policy Construction and Review

COMMUNICATION AND MEETINGS

Spending Policy Design

TRUSTEE SUPPORT

PORTFOLIO IMPLEMENTATION AND MANAGEMENT

CUSTOMIZED REPORTING