Endowments & Foundations
Long-Term Impact with a Strategy That Honors Your Mission
Managing long-term assets on behalf of a mission comes with serious responsibility — and often, limited internal capacity. We help endowments and foundations invest wisely, support their mission, and meet fiduciary obligations with confidence.
From policy development to portfolio management, we provide strategic guidance that’s tailored to your values, risk profile, spending needs, and board oversight structure. The result: a sustainable plan that supports your mission now and into the future.
Your Investments Should Reflect More Than Market Trends
An Investment Partner Who Understands Governance
Working with nonprofits and private foundations requires more than performance reports. It requires clear communication, a shared sense of stewardship, and a long-view mindset
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We help your organization:
- Define investment objectives and spending policy targets
- Create or review your Investment Policy Statement (IPS)
- Build a portfolio that balances growth, risk, and liquidity
- Align investments with your values (ESG or faith-based guidelines, if desired)
- Monitor performance and rebalancing strategy
- Provide board and committee education and reporting
- Ensure regulatory compliance and documentation best practices
Your Funding Horizon May Be Forever — So the Plan Needs to Last
Endowments and foundations face unique challenges: maintaining predictable income, protecting principal, weathering market volatility, and managing donor intent or legal obligations.
We help you navigate those complexities with:
- Transparent investment processes
- Risk-aware strategies
- Clear alignment between your funding needs and your asset mix
- Ongoing performance insights customized for board review
Common Financial Questions We Help Answer Every Day
Do we need an Investment Policy Statement (IPS)?
Yes — and if you already have one, it should be reviewed regularly. An IPS outlines your investment objectives, responsibilities, asset mix, and spending policy — and serves as a vital guide for accountability and board governance.
Can we invest according to ESG or religious values?
Absolutely. We can align your investment strategy with values-based or socially responsible screens — without compromising diversification or fiduciary standards.
How do we determine the right spending policy?
We model sustainable withdrawal rates based on your portfolio, goals, and funding horizon. For many organizations, a 4–5% annual draw is common — but we customize this based on your needs.
How often do we meet or review performance?
That depends on your board or committee’s preferences — but typically quarterly or semi-annually. We provide detailed reporting and are always available for strategy updates or education sessions.