We are well-versed in the singular challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant capital, 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 you fulfill your fiduciary responsibilities. Our relationship with you and your organization is ongoing, and we are diligent in monitoring and rebalancing portfolios to ensure they stay consistent with your long-term goals. In short, we’re as deeply invested in your foundation’s success as you are.
Asset allocation does not guarantee a profit nor protect against loss. The process of rebalancing may result in tax consequences.
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
Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.
We help our clients implement strategies to effectively manage their portfolio, stewardship duties and spending policy needs.
