Endowment Management

Looking for a partner to address your organization’s unique investment needs?
First Republic’s Endowment Committee has significant experience working with nonprofit organizations. 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
  • Socially responsible investing