Foundations & Endowments

Advisory Services

 

·          Spending Policy Analysis/ Asset Allocation Study

·          Investment Policy Planning/ Documentation

·          Financial Planning/ Sensitivity Analysis

·          Board Education/ Communication

·          Research/ New Ideas

·          Planned Giving Assistance/ Estate and Financial Planning

·          Donor Fund Analysis

 

Investment Management

 

·          Social Screening

·          Portfolio Structure

·          Manager Selection

·          Manager Monitoring

·          Manager Replacement

·          Portfolio Rebalancing

·          Capital Markets/ Investment Research

·          Trading Cost Analysis

·          CRT Investment Strategies

 

Administrative Services

 

·          Trustee Service

·          Custody

·          Payment Services/Tax Reporting

·          Consolidated, Streamline, Account Reporting

·          Turnkey CRT Program

·          CRT Case Analysis/Documentation Preparation

·          Liquidation Services