Endowments & Foundations
Unique objectives and spending needs require a tailored, thoughtful approach to managing institutional portfolios. A custom Investment Policy Statement creates structure, establishing a set of guidelines that help us better serve your organization.
Development of Investment Policy
The first step in our process is to learn about your organization's mission and the tax and regulatory environment that you operate in. We then create a customized Investment Policy Statement (IPS) for your unique asset preservation goals and annual spending needs while incorporating your organization's risk tolerance, time horizon, liquidity needs, and investment constraints. We also outline investable asset classes, the rebalancing policy, and our responsibilities as fiduciaries.
Develop Asset Allocation & Select Managers
Once we have established the investable asset classes, we create a unique asset allocation that aligns with your organizations investment objectives and spending needs. We then select passive or active managers for each asset class.​​​
Monitor Performance & Rebalance
We monitor the performance of your portfolio regularly. As the asset allocation drifts over time, we rebalance the portfolio according to the guidelines set out in the IPS.
Review with Investment Committee
At least annually, we meet with the investment committee to review the investment program. This includes reviewing performance, revisiting objectives and spending needs, and discussing any changes that may require us to amend the IPS.