When dealing with or managing a family estate, endowment, or foundation, you’re juggling not just one or two decision makers, but often you’re tasked with satisfying a whole host of stakeholders.
Faced with this, it’s crucial that you seek the best possible advice you can on every front. You want to ensure you’re making financial decisions keeping the stakeholders’ goals in mind, driven by sound investment strategy and backed by thoughtful analysis.
Unwavering Confidence and Approach
It can be difficult for you to make smart financial plans for your family or organization when markets are constantly shifting. That’s why we’ve stayed with our value-based investment approach for more than 30 years.
While technology and process evolve, our fundamental investment philosophy has remained true: add value to your portfolios by adhering to the investment policy statement and constructing a portfolio with a foundation built upon fundamental analysis and your unique goals.
Often, the complex needs of a family, endowment or foundation need more than a single person to manage the landscape. To help you make the best decisions, we become part of your team, assisting you with cash flow analysis and spending policies. Since our portfolio managers serve on boards and endowments, that experience, coupled with extensive knowledge of investments and markets, has proven invaluable to the other endowment funds we manage.
To help our clients accomplish their unique investment needs and goals, we employ three pillars of financial planning: risk tolerance, liquidity needs, and time horizon. In leveraging these, we are able to help our clients achieve their investment goals—and avoid some of the common pitfalls.
Do you manage family finances, an endowment or foundation and prefer a no-nonsense, pragmatic, value-based investment strategy? Contact us today to start a conversation about your stakeholders’ unique investment needs.