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Foundations & Endowments

Endowments & Foundations

Understanding your organization's mission, culture, and values serves as our guide in helping you achieve your goals. As your trusted partner, we strive to add value by:

  • Helping to further your mission through portfolio growth and fundraising efforts
  • Protecting and ensuring your lasting legacy by helping you fulfill your fiduciary responsibilities
  • Designing your portfolio to exceed your growth target
  • Providing best-in-class client service, including portfolio administration
  • Explicitly acknowledging co-fiduciary responsibility as your advisor

We serve a variety of mission-based organizations, including community foundations, healthcare foundations, private education and university foundations and endowments, and private family foundations.