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.