Achieving the unique goals of your endowment or foundation
Your institution’s vision of success is unique. We partner with you to help achieve it. First, we seek to understand your mission and goals. Then, we create and implement a plan to support your spending needs and preserve your portfolio’s long-term purchasing power.
Helping you achieve your goals is our ultimate objective. To accomplish this, we leverage our investment principles for endowments and foundations: an equity bias, adequate liquidity, prudent leverage, reducing the risk of permanent capital loss, and appropriate rebalancing. Additional solutions allow us to enhance your institution’s management and operations so you can thrive.
As an investor who has stewarded our own institution for over 200 years, our perspective can help you achieve your goals over long time horizons.
It is an honor to work with endowments and foundations. By combining risk-adjusted results that enable them to further their work on important causes with support around critical strategic, operational, and fundraising issues, we go above and beyond to position them for long-term success.
1 Borrowed funds cannot be used to purchase securities in the portfolio.
This communication is for informational purposes only. The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy. Any views and opinions are subject to change at any time.
This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.
Investment Advisory Products and Services:
NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE
