Managing a foundation or endowment fund is a challenge. Difficulties range from committee turnover and differing ideas on what type of investments are appropriate, to attaining a reasonable return with limited administrative expense. We understand these issues and can help you mitigate them by carefully listening to you, asking the right questions and providing appropriate solutions.
RISK MANAGEMENT
We have the experience and flexibility to help you establish and administer a sound endowment policy based on a commitment to key principles including:
- Establishing an asset allocation and spending policy that is compatible with your goals and needs
- Understanding the components of risk and deciding on acceptable parameters
- Diversifying to increase return and reduce overall portfolio risk
- Access to leading professional portfolio managers
- Regularly monitoring managers for guideline compliance and performance measurement
- Conducting periodic asset allocation review
- Seeking ways to minimize costs
Through establishing a well managed, long-term investment program, we strive to help you build the financial resources you need to maintain and improve your foundation or endowment.