Wealth Management for Endowments and Foundations
Small and mid-size endowments and foundations face unique challenges.
Smaller endowments and foundations often face higher staff turnover, limited internal resources, and pressure to keep operational expenses low. At the same time, they must pursue long-term performance with a lower level of risk. Without dedicated in-house expertise, many small and mid-size organizations turn to external partners for support. That is where we provide value.
How We Serve Endowments & Foundations
We have the experience and capabilities to establish clarity and key objectives while incorporating an investment strategy that aligns with your organization’s mission and helps address capital preservation needs.
The role of a fiduciary is to adhere to the highest ethical standards, always act in the best interest of their clients, provide full disclosure, and continuously provide oversight and monitoring.
Instituting proper governance includes incorporating best practices, overseeing all aspects of the engagement, and adhering to present regulatory requirements.
In working with many organizations, we realize the importance of education to ensure everyone on the committee is empowered with all the necessary information.
Developing a well-crafted IPS helps establish and preserve clear guidelines for specific objectives, benchmarks, and asset allocation strategies for the organization.
We help you invest for the long term, using a disciplined approach that helps further your organization’s mission.