Endowments & Foundations
Fiduciary counsel for boards committed to mission and sustainability
Nonprofit boards carry a distinct responsibility: to protect the assets that fund their mission while meeting current spending needs and preserving long-term institutional health. We provide independent investment oversight and governance support designed for the unique demands of endowment and foundation stewardship.
What this includes
- Investment policy statement development and review
- Asset allocation aligned with spending policy and time horizon
- Investments oversight and manager evaluation
- Spending rate analysis and sustainability modeling
- Board reporting and investment committee support
- Coordination with auditors, legal counsel, and foundation staff
What Sets Us Apart
We serve endowments and foundations as a fiduciary — not a product provider. Our recommendations are shaped by your mission, your obligations, and your long-term sustainability, not by what generates revenue for us.
Ready to see how these services apply to your situation?
Every client engagement begins with a discovery conversation — no obligation, no sales process. We listen first, then outline an approach tailored to your specific circumstances.
Every inquiry is handled with complete discretion.