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

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