Endowment Management
Endowment Management
Looking for a partner to address your organization’s unique investment needs?
We work together with your team to meet the organization’s investment goals while navigating the regulatory environment unique to nonprofit organizations.
Details
- Asset allocation process directly addresses the requirements of the Uniform Prudent Management of Institutional Funds Act
- Customized Portfolio Management and Investment Consulting
- Cash Management
- Strategies to meet ongoing liquidity needs
- Development of an investment strategy
- Consolidated and objective performance reporting
- Sustainable and Responsible Investing