Endowments & Foundations

Our services to Endowments and Foundations are highly customizable to the requirements of each client. Many clients choose to engage us to provide comprehensive consulting and investment management services. If you prefer, we will work with you to tailor our services to meet your specific needs.

Our services include:

• Consulting
  • Board and Stakeholder Education
  • Investment Manager Selection
  • Performance Evaluation
  • Investment Policy Statement Development
  • Fee Assessment and Negotiation
  • Metrics, Reporting, and Analysis
• Investment Management
  • Discretionary Asset Management
  • Performance Reporting