Investment solutions: Endowments & foundations 

Managing endowment and foundation assets is a critical stewardship responsibility for every investment team member and investment committee member tasked with guiding the investment portfolio in pursuit of funding the organization’s mission.

Identifying a strategic collaborator for some or all elements of your investment program can provide significant relief. By helping you set portfolio strategy and execute on your operational and administrative needs, our Investment Solutions approach gives you time to focus on the portfolio’s long-term goals and your organization’s purpose — and promise.