Sophisticated, Prudent, Investment Management
Institutional clients, including both established and emerging endowments, have unique requirements. We are comfortable with the complexities of endowment processes and can help you succeed in your mission.
Our Approach
We serve institutional clients in accordance with the Uniform Prudent Investor Act. This act serves as a guide for fiduciaries with the responsibility for the administration of trusts, endowments and foundations.
A number of key elements of our approach are extremely important in this regard, including:
- Focus on High-Yield Fixed Income. We prefer investment vehicles that lower risk without lowering expected returns.
- Clear, Precise Communication. We are a timely and responsive partner at all times.
- Reduction of Investment Costs. We work diligently to minimize expense ratios and transaction costs.
- Emphasis on Managing Risk. We work hard to ensure that risks are appropriately minimized without flattening returns.
A Broad Spectrum of Capabilities
We have the skills and experience to help in a variety of ways, as your needs dictate:
- Help with your Investment Policy Statement (IPS) in the context of the Investment Committee’s goals and objectives
- Design and implement a specific investment plan that follows the IPS.
- Educate and build consensus across members of the Investment Committee.
- Provide institutional continuity as the makeup of the Investment Committee changes.
- Be available for meetings with potential donors to build confidence about endowment management, or to explain the personal financial planning benefits of gifting strategies
- Conducting regular meetings with the Investment Committee to review investment performance, discuss changes, and plan for cash needs.
- Reporting of portfolio allocations and performance in various formats, including comparisons to relevant industry benchmarks.
Success Means Growth Despite Challenging Markets
The coming decade will be challenging. Having a growing and income-producing endowment through turbulent markets will serve to enhance both current programs and your attractiveness to potential donors.