Strategic insight and tactical support for foundations
Strategic insight and tactical support for foundations and nonprofits
We 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 investment strategies 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 investment strategies to help ensure they stay consistent with your long-term goals. We’re as deeply invested in your foundation’s success as you are.
Nonprofit organizations require financial stability, supported by a reliable portfolio and consistent returns, to fund their mission over the long term. Our team has experience supporting values-driven business models for nonprofits, endowments and foundations, and we make it our mission to further the financial goals of our clients as best we can.
We offer strategic guidance to strengthen your finance office and help your organization manage its assets efficiently. Whether you need assistance with planning, strategy, asset allocation, investment research or stewardship responsibilities, our team works alongside your own to develop plans that are designed to align with your corporate vision and philanthropic endeavors.
Our advisors provide independent research and investment strategies to prudently develop a financial plan designed to support your needs while managing risk. We stay abreast of the latest tax regulations and investment trends, utilizing the bandwidth of our capabilities to help ensure your strategy is as streamlined as possible. In the end, our goal is to offer investment guidance and prudent portfolio management – with your mission in mind.
Services Include
- Due Diligence and Research
- Selection of Institutional-Class Managers
- Investment Policy Statement Review
- Investment strategy management and rebalancing
- Spending policy needs, portfolio reviews and stewardship documentation
- Knowledgeable support and guidance on regulatory standards
- Investment Policy Review
- Asset Allocation Guidance
- Investment Manager Research and Selection
- Performance Reporting
- Retirement Plan Selection and Advisory
- Consulting and Education
- Risk Management
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