Create a lasting impact
In today’s ever-changing investment landscape, foundations and endowments face a unique set of challenges. Our team provides the experience you need to navigate this complexity with confidence. We understand the significance of fiduciary responsibility and regulatory compliance, ensuring your financial decisions align with your mission and legal obligations to help maximize your organization’s legacy.
Explore Services
We can assess and address your needs, navigating a wide range of asset classes, strategies, and regulatory requirements while aligning your investment decisions with long-term objectives.
Investment Policy Statement Review
Guidance on Regulatory Standards
Selection of Institutional-Class Managers
Build a strong foundation
Navigating today’s complex world of investments, risk management, and achieving desired returns can be daunting. By partnering with a trusted advisor, you can focus on what truly matters – fulfilling the mission of your foundation, endowment or non-profit. Our expertise equips you to make informed decisions that help emphasize financial security and growth, align with your organization’s values, and help make a lasting impact while safeguarding and optimizing your financial resources.
Learn more about our disciplined process.How We Help
Private Foundations
- Family foundations
- International foundations
- Investment policy statement
- Case study
Community Foundations
- Living your legacy
- Government-Sponsored Enterprise (GSE) guidance
- Case study
Corporate Foundations
- Benefit plan design and admin
- Open market operations
- Investment banking
- Lending and cash management
Pensions
- Defined benefit plans
- Success in retirement
Cultural and Arts Endowments
- Empower the future
- Invest for impact
Charitable Organizations
- Fulfill your vision
- Build a stronger community
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