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
Articles & Related Content
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The Mission-Aligned Portfolio
Jeff Kuhlman, Senior Vice President, Research
Building a sound investment program for endowments and foundations through purpose, people and policies.
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Annual Exclusion Gifts: A Simple Way to Transfer Wealth
Linda Yang, Financial Planner
First Republic Investment ManagementGifting during your lifetime can be an effective estate planning strategy with multiple benefits.
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The Tax Challenge With Highly Appreciated Real Estate
Petra Chien, CFP®, Financial Planner
First Republic Investment ManagementOwning real estate as an investment presents both benefits and unique challenges.