Endowments and Foundations

As active board members ourselves, we understand the dynamics unique to managing investments in a charitable world. We believe in engaging trustees and educating your team on investment principles. We understand how to manage growth and giving requirements and can advise you on controlling costs and preventing tax penalties.

The ultimate goal of an endowment or foundation is to ensure its longevity in order to sustain its mission. That’s why we focus on dynamic asset allocations based on performance over entire market cycles. Our intergenerational equity approach, combined with a focus on reducing risk, helps institutions balance current needs with the investment required for future generations.

Our experience on successful boards incorporated the following:

• Obtaining broad agreement on purpose, intent and mission
• Understanding risk management
• Introducing an intergenerational equity focus
• Manager evaluation and selection