Broker Check

Endowments and Foundations


We are well-versed in the singular challenges faced by endowments and foundations, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your non-profits mission in the years to come.

Our team serves as an extension of the investment committee and provides critical support in helping to fulfill your fiduciary responsibilities. We help our clients implement strategies designed to effectively manage their portfolio, stewardship duties and spending policy needs.

Through strategic and tactical asset allocation, we develop adaptable investment strategies that seek to meet the objectives of your Investment & Spending Policy Statement. Our Investment Consultants tap into our extensive resources and conduct in depth research to find investment solutions that we believe are worthwhile, align with your values and contribute to the sustainability of your non-profit.

Our relationship with you and your organization is ongoing, and we are diligent in reviewing and rebalancing investment strategies to help ensure they stay consistent with your long-term goals. We’re as deeply invested in your non-profits success as you are.


  • Initial Assessment of Current Investments, Managers, and Associated Fees
  • Asset Allocation Guidance
  • Investment Manager Due Diligence and Research
  • Search and Selection of Institutional-Class Managers
  • Investment & Spending Policy Statement Review & Stewardship Documentation
  • Portfolio Management and Rebalancing
  • Performance Reporting
  • Knowledgeable support and guidance on regulatory standards
  • Customized Performance Reporting
  • Donor Education

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.