Public and Private Foundations

Our comprehensive service includes:

• Collaborating with Internal Staff, Committees and Board
  
• Educate Committees/Trustees on Investment and Governance Topics
• Customized Reporting
• Attending Board / Investment Committee Meetings
  
• Developing a Customized Investment Policy Statement
• Recommending a Customized Asset Allocation with Targets and Ranges
• Dynamic Portfolio Rebalancing and Risk Management
  
• Manager Search and Selection (Public and Private Markets)
• Fee and Term Negotiations with Managers/Custodians/Other Vendors
  
• Portfolio Compliance Monitoring
  
• Private Market Capital Calls and Distributions