Services

Helping to Preserve the Future

Crafting enduring plans for complex multigenerational foundations and endowments requires knowledge, experience, and creativity. Working with the Center for Fiduciary Studies, we have designed a fiduciary process that includes:

  • Regular reviews of the Investment Policy Statement
  • A comprehensive review of investment performance and asset allocation
  • Testing of the long-term impact of allocation selection
  • Management of challenging assets
  • Comparison of the fund to similar cohort group through a relationship with the National Association of College and University Business Officers or the Council on Foundations
  • Cohort fee analysis
  • Investment management and manager screening

The level of services and support is unique to each fund based on their needs and preferences. To schedule an informal introductory conversation, contact us at 866.209.8557.