Every Endowment or Foundation has a mandate that guides their financial and investing philosophy in order to support the mission, needs and values of the organization. We work closely with Endowment and Foundation clients to identify the investment decisions and allocation that will allow the organization to fulfill its mission and meet its financial needs.
We follow a three step process when working with Endowments and Foundations:
Discover
We take time to understand your organization’s needs and how the investment portfolio supports your mission. This includes understanding financial support, your investment policy statement, investment constraints, organizational risk tolerance, and multiple timelines
Design
We create an investment portfolio that matches your needs, constraints, risk tolerance, and timeline. We consult carefully with all decision-makers to answer questions, address concerns, and provide due diligence materials
Deploy
We adopt or create an Investment Policy Statement that outlines all of the key details of your investment plan and implement the strategies. We meet with clients three to four times a year to provide investment reporting, assist with portfolio accounting and auditing needs, and assist with donor development