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Foundations & Endowments

Endowment & Foundation Investment Services

We are honored by our clients’ trust in managing their assets. As your advisor, our job is to listen first to understand how to tailor our portfolio management to your specific objectives, risk tolerance, and overall mission.

We manage all aspects of your investment portfolio including paperwork, trades, capital calls, and custodial relations in order to make your life easier.


Discretionary portfolio management versus traditional advisory services

Increasingly complex markets, resource constraints, risk management, timely-decision- making, fiduciary oversight: these are just a few of the reasons organizations are choosing discretionary investment services. We believe a discretionary service model offers an optimal structure for a successful long-term investment program, depending on your needs. But we don’t take a one-size- fits-all approach to discretionary services; as your partner, our job is to support your organization. We tailor our service model to meet your unique needs and will work with you to establish the degree of discretion that best serves your organization. We always accept full fiduciary responsibility for our services.

To learn more about discretionary versus traditional advisory services, read our white paper here.