We work with foundations and endowments, building and maintaining effective investment portfolios. Working as co-fiduciaries alongside our clients, we integrate an organization’s mission with its spending and investment policies. We understand the need to balance capital preservation with long-term growth.
Serving as fiduciaries, we deliver prudent solutions for foundations and endowments. Our understanding of fiduciary responsibilities enables us to promote best practices for the prudent management of an organization’s assets. Utilizing proper diversification techniques, we help investment committees navigate through the entire spectrum of market environments.
We understand the economic relationships between donor contributions and an organization’s investments. Organizations with well-defined investment policies and sound fiduciary practices give confidence to their donors and improve their ability to fulfill their mission.