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 maximum return with limited administrative expense. The Lipscomb-Gregory Group recognizes these issues and can help you mitigate them by carefully listening to you and then asking important questions.

Lipscomb-Gregory has 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
• Understanding the components of risk and deciding on acceptable parameters
• Diversifying  to increase return and reduce overall portfolio risk
• Obtaining access to quality 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, Lipscomb-Gregory will strive to help you build the financial resources you need to maintain and improve the goals for your foundation or endowment.