The challenges created by recent economic volatility underscore the need for foundations and endowments to take a disciplined, strategic approach to managing their assets. The creation and execution of a thoughtful and adaptive investment policy, governance controls, and asset allocation strategy allow an organization to remain focused on its core mission through all types of markets.
Backed by the extensive resources and investment experience of Davenport Asset Management, Garry and Brian can help foundations, endowments, and other not-for-profit institutions establish custom investment portfolios. They begin each new client relationship by listening to you to thoroughly understand your organization’s objectives and values. This approach helps foster an enduring relationship with your organization, board members, and other professional advisors.
The following services are available:
- Investment policy statement development and evaluation
- Research analysis of domestic and international equities and fixed-income securities
- Strategic asset allocation analysis and recommendations
- Investment management of customized portfolios
- Strategic planning resources