Prudent investment guidance & fiduciary governance. Foundations and endowments face unique challenges and are often working with limited resources. From driving investment growth to effectively managing liquidity and risk, our fiduciary financial advice can help.

Investment Management

• Prudent investment management

• Performance Reports

• Identifying Investment Fees

• Mission-aligned investing

Fiduciary Governance

• Preparation/review of Investment Policy Statement

• Ongoing fiduciary investment monitoring

• Finance committee fiduciary training

• Best practices & benchmarking