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As fiduciaries, we understand the specialized opportunities and challenges of nonprofit organizations and how to work with you to manage and address them.

 

We have delivered wealth-building investment strategies to nonprofit organizations, including endowments and foundations, for more than 20 years. With our broad experience, we take a holistic approach, working with you on a wide range of investment issues, including portfolio design, asset allocation, and implementation of investment management best practices.

As you know, endowments and foundations often have unique financial needs. They have investment time horizons typically much longer than other entities or individuals – yet they have ongoing liquidity needs for operations and funding. Board and investment committee members take on fiduciary responsibility for management and oversight of the institution’s funds. We team up with you to build and manage diversified low-cost investment portfolios to manage risk and meet return objectives for your organization. As a U.S. Securities and Exchange Registered Investment Advisor, we serve as additional fiduciaries, protecting and complementing the role of your board and investment committee.

We go beyond portfolio management. Our team can work with your institution to craft an investment policy statement (IPS) that clearly expresses the needs of your organization and the strategies for achieving them, including target asset allocations, investment restrictions, and benchmarks for measuring and reporting returns.