Fund today's priorities while maintaining long-term financial stability.
Most foundations and endowment funds have a problem:
You need cash flow now – to supplement operations or meet gifting objectives – but accessing that income means sacrificing future growth.
We work with you in a fiduciary capacity to create an asset allocation plan that attempts to solve this problem by meeting both needs.
So you can access what you need now. And make sure your institution is still set for the future.
Whatever that looks like for you.
Institutional services that consider your needs
If you’ve got a financial concern, we can help you brainstorm a solution and work with you to see it through.
- Strategic asset allocation and investment management
- Financial consulting and problem-solving advice
- Alternative portfolio management
- Adherence to your organization's investment policy statement
- Drafting new investment policies that express your needs and intentions
- Audit support
- Ad hoc requests
- Quarterly investment reports
- 24/7 online access through our customizable portal and your custodian
- Regular in-person meetings and easy access to your investment advisor
*Note: additional services available. Meet with us, tell us your financial concerns, and let us help brainstorm solutions and strategies that work for you.
Still Exploring Your Choices?
Start with our free guide—a practical, step-by-step resource designed to help you choose the right investment advisor for your nonprofit.
Grow your Institutional Wealth with Evidence-based Investment Strategies
Stop the underperformance cycle
Index funds and exchange-traded funds help us ensure diversification, low costs, and long-term performance in line with your expectations.
A long‑term indexed portfolio helps you avoid the costly cycle of hiring yesterday’s top managers and firing them when they underperform.
Find answers to your financial questions
Institutions have a laundry list of financial responsibilities to consider (budgeting, promoting, fundraising, presenting) and boards to answer to.
Get access to financial experts you can count on to brainstorm solutions and consult on almost every financial issue you face.
Capitalize on improvements over time
We continuously analyze and rebalance your portfolio to align with your investment policy guidelines.
We also perform due diligence on new assets and securities to find new and evolving ways to improve your portfolio.
Institutional investment management that works with your intentions
- Access a team with real institutional investment experience
- Balance your current cashflow needs with future growth
- Manage the cycle of underperformance
Put real investment advice to work for you.
Frequently Asked Questions
What types of institutions do you work with?
We work with all types of nonprofit organizations, foundations, endowments, and manage board designated assets. We partner directly with boards, investment committees, and finance committees to build investment strategies that support your mission, spending needs, and long-term objectives.
How do you balance needing cash now with growing for later?
Using a balanced approach to asset allocation, we design investment portfolios intended to support ongoing distributions while maintaining a long-term growth strategy aligned with your organization’s goals.
Can you help write or update our investment policy statement?
Yes. We can help develop or update an Investment Policy Statement that clearly reflects your organization’s objectives, risk tolerance, spending needs, and governance structure. We also manage portfolios in accordance with established IPS guidelines. We talk about this in our guide, How to Find the Right Investment Advisor for Your Nonprofit.
What kind of reporting do CEOs and board members get?
C-suite executives and board members receive quarterly performance reports and 24/7 access to account information via both our client portal and your custodian’s platform. We also provide ongoing advisor access, audit support, and additional reporting or consulting when needed.
Why use an indexed approach for an institutional portfolio?
We’ve found that successful institutional investing is usually less about finding the next winner and more about avoiding unnecessary mistakes. Indexing keeps costs down, diversification up, and emotion out of the process, so your board can stay focused on the mission instead of the markets.
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