STRATEGIC INSIGHT AND TACTICAL SUPPORT FOR FOUNDATIONS

We are well-versed in the challenges faced by endowments and nonprofits, and we understand the balancing act required to manage significant assets, adhere to your organization’s mandate, and uphold your foundation’s mission for future generations.

Think of our team as an extension of your investment committee — providing critical support to help fulfill fiduciary responsibilities. We help our clients implement strategies designed to effectively manage their portfolios, stewardship duties, and spending policy needs.

Whether you need help building an Investor Policy Statement (IPS), or you’re working to build an adaptive portfolio to meet the objectives of your current IPS, we can tap into our extensive resources and help take your organization’s stewardship to the next level. During our ongoing relationship, we are diligent in monitoring and rebalancing portfolios that are consistent with your long-term goals. We’re as deeply invested in your foundation’s success as you are.

OUR Services Include:

• DUE DILIGENCE AND RESEARCH
• SELECTION OF INSTITUTIONAL-CLASS MANAGERS
• INVESTMENT POLICY STATEMENTS
• PORTFOLIO MANAGEMENT AND REBALANCING
• SPENDING POLICY NEEDS, PORTFOLIO REVIEWS, & STEWARDSHIP DOCUMENTATION