The Power of a Fiduciary Partner

In addition to supporting the actual mission of their organizations, board and committee members of nonprofits face a bewildering cloud of concerns, such as asset allocation, spending rates, portfolio risk, board and committee turnover, fiduciary compliance, mission-aligned investing, and cost efficiency, to name a few.

Our team has more than 30 years experience working with endowments and foundations and we serve on nonprofit boards ourselves, so we understand these concerns. To help meet these challenges, we serve as Fiduciary Partners to our nonprofit clients. That means two things. First, we oversee all aspects of investment portfolios for nonprofits, acting as Outsourced Chief Investment Officer. Second, we provide continuous advice to board members on all the other issues that can impact an organization’s success through what we call fiduciary planning.

Investment Solutions

Outsourced Chief Investment Officer

Our disciplined investment process combines the objectivity of a consultant with the agility and accountability of a discretionary manager. Our services include:

Developing long-term fixed portfolio allocations to meet organizational goals and objectives
Overlaying tactical asset allocation to add returns and manage risk
Portfolio construction and ongoing management using a combination of passive investment ETFs and high-conviction active managers
Incorporating board preferences for Environmental, Social, Governance/Socially Responsible principles
Selectively including private investments based on analysis of time horizon and liquidity needs

Fiduciary Planning

We act as partners to board and investment committee members, and we provide continuous guidance to an organization even as board and committee composition changes. Topics include:

Modeling of long-term spending policies
Board education
Governance issues
Nonprofit best practices
Uniform Prudent Investor Act and other fiduciary requirements
Investment Policy Statement creation or evaluation

Our Services

Contact us to learn more about how we can help your organization achieve its mission.

Helpful Insights

Insight

Cyber Security: Our Focus on Protecting Clients

Research has shown that the best defense against cyber risks are people, so we have partnered with an experienced third-party technology-service provider to manage our full information technology program and oversee the protection of our systems. Watch our video on cyber security to learn more.

3 days ago

Insight

Investment Key Takeaways—First Quarter 2019

Our portfolios generated strong performance for the first quarter, benefiting from the rebound in financial markets as they reversed much of the market downturns from fourth quarter 2018. The first quarter was a strong period for equities around the world. Bond markets and certain alternative strategies also performed well.

Insight

Commentary from Our Chief Investment Officer—First Quarter 2019 Review & Outlook

The market rebound was due more to a shift in Fed monetary policy than any meaningful improvements in the economic fundamentals. Our portfolios have exposure to a wide range of investments that will particularly benefit if global growth continues.