Foundations & Endowments
A significant number of our clients are non-profit organizations with assets between $1 million and $100 million. Our value proposition is simple: we incorporate an experienced educational approach with your board along with the thoughtful, straightforward investment of your organization’s precious assets. We accomplish this through a sustainable and uncomplicated process that allows your board to fulfill their individual and collective fiduciary responsibility.
We avoid expensive alternative “endowment model” approaches that failed during recent years due to illiquidity, high fees, and false diversification. Instead, we deploy our tactical global ETF portfolios that can control costs, investment risk, and provide broad diversification.
We view foundation and endowment investing very simply: be consistent, be accountable, and be clear.
For information on our Annual Conference for Foundations and Endowments, please email us at firstname.lastname@example.org or give us a call at 208.726.8858.