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
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings. 529 plans were originally established to help families pay for qualified higher education expenses by offering tax-deferred investment growth and tax-free withdrawals. In 2017, federal tax legislation changed how...
Tips for creating an inheritance that lasts generations
Preparing your heirs for sudden wealth can help prevent unwise spending. If you have wealth to transfer, you may worry about the sometimes adverse effect of sudden wealth and the squandering of assets within a generation. There is a good reason to be concerned: 70% of family...
Pay off debt with a plan in mind
If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should follow will depend on many factors, including the total amount of debt, the...