Endowments & Foundations
STRATEGIC INSIGHT AND TACTICAL SUPPORT FOR FOUNDATIONSWe 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 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 portfolios that seek to meet the objectives of your Investment Policy Statement. Our advisors tap into our extensive resources and conduct objective research to find investment opportunities that we believe are worthwhile, align with your values and contribute to the sustainability of your foundation.
Our relationship with you and your organization is ongoing, and we are diligent in reviewing and rebalancing portfolios to help ensure they stay consistent 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
- Portfolio Management and Rebalancing
- 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.
LATEST
NEWS
7 ways to boost your savings
Discover smart options to grow your savings. Although saving more takes some effort, it may be easier than you think – there may even be “free” money available that can help. Here are some tips: Take advantage of an employer match. If they’ll match 3%, you’ve just covered 6% of...
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had “no idea.” Over half the survey...
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. With the end of the year fast approaching, now’s the time to take advantage of tax-deferred growth opportunities, tax-advantaged investments and charitable...