The Organizations We Support
When board members need investment partnership.
You serve on a board managing an endowment or foundation from $100,000 to $300+ million. Board members bring deep mission expertise but often limited investment backgrounds. You need partners who understand nonprofit operations and help fulfill fiduciary obligations suited to how boards actually govern.
Organizations we serve:
How we support boards.
Board Fiduciary Education
We help board members understand their investment oversight responsibilities and fiduciary obligations. As board composition changes, we provide the continuity and expertise that ensures governance remains strong.
Investment Policy Development and Updates
We work alongside boards to create investment policy statements addressing asset allocation, spending policy, risk parameters, and governance. As organizational needs evolve, we update policies accordingly.
Investment Strategy Development
Together, we establish investment strategies aligned with your organization’s time horizon, spending needs, risk tolerance, and mission. Our approach recognizes that foundation investment management differs from traditional institutional portfolios.
Asset Allocation Modeling
We develop asset allocation recommendations through rigorous analysis of historical patterns, risk characteristics, and your specific organizational needs—applying the same institutional research we use across all client types.
Investment Manager Selection
Our internal research team conducts institutional due diligence on investment managers across asset classes. We evaluate performance, risk management, and organizational stability. Nothing is outsourced.
Quarterly Performance Reporting
Performance reports show portfolio returns, asset allocation, manager performance, and comparative benchmarks. We provide context that helps boards fulfill their oversight responsibilities.
Portfolio Benchmarking
We compare your investment performance and positioning against relevant peer groups and market indices, giving boards the comparative perspective needed for informed decisions.
Custodial Searches
When needed, we help select custodians by evaluating service levels, fee structures, and operational capabilities that match your organization’s requirements.
Service Provider Relationship Management
We coordinate with custodians and service providers to ensure smooth operations, handling details so boards can focus on governance and strategy.
Committee Meetings
Regular investment committee meetings address performance, policy compliance, and strategic considerations. We provide consistent partnership even as board membership changes.
Our Distinction
When boards need advisors who understand nonprofit realities.
Many investment advisors work primarily with high-net-worth individuals or corporate plans. They apply retail investment approaches to nonprofit situations without understanding mission considerations, spending policy challenges, or board governance realities.
Our firm serves nonprofits alongside individuals and retirement plans. This experience informs our understanding of the unique considerations nonprofit boards face. Spending needs may conflict with long-term preservation. Board education must be ongoing as membership changes. Mission sometimes influences investment decisions.
As fiduciaries, we accept responsibility for our recommendations. We conduct institutional-level research internally rather than outsourcing decisions and provide direct access to the professionals conducting analysis.
If your board values institutional investment principles applied with nonprofit understanding, our approach may align with your governance needs.
Investment decisions are easier with the right partner.
If you’re looking for a fiduciary partner who shares responsibility and brings institutional-grade research to your endowment, we should talk.