Foundation Services

HOW WE HELP PRIVATE FOUNDATIONS

With nearly twenty years of experience working with mid-sized foundations, we understand the special circumstances and challenges that these organizations face. By working closely with private foundations, we are able to customize services to each organization’s needs.

These services may include:

Developing an Appropriate Investment Policy

• We will review your existing Investment Policy Statement with you.
• We will create a new Investment Policy Statement, if appropriate.
• We review the policy annually with your Investment Committee to ensure the policy reflects your Foundation’s investment intent.

Establishing an Asset Allocation for the Investment Portfolio

• This is the most important step for a successful long-term investment strategy and lays the groundwork for security selection.

Selecting Specific Investments

• We are seasoned investors helping Foundation Board members understand the risks and benefits of any strategy or specific investment.
• As an integrated investment advisor and securities broker, we provide our clients with direct access to securities at no additional cost or commission.

Record Keeping and Performance Measurement

• We track every aspect of our clients’ investment activity including multi-currency investing.
• We work directly with our clients’ accountants to streamline the tax reporting process for them.
• Our AIMR compliant performance tracking software provides comprehensive performance reporting so Board members can make sound investment decisions.

Investment Committee Review Meetings

We are pleased to host and record Investment Committee meetings.  These meetings often include:
• Reviewing of Investment Policy and Asset Allocation.
• An overview of general economic conditions.
• A review of short-term and long-term performance compared to appropriate benchmarks.
• Investment  meetings can be held  in person or virtually using our web conference services.  This allows Board members to meet more often and with little inconvenience.

Reporting to Trustees or Board Members

• We can prepare monthly, quarterly, and annual reports for the Board.
• Our flexible reporting system allows us to tailor our reports to meet our clients’ specific needs.
• We often report directly to other Foundation partners so Board members can focus on their Foundation’s mission.