Foundations & Endowments

Advisory Services

· Spending Policy Analysis/ Asset Allocation Study

· Investment Policy Planning/ Documentation

· Financial Planning/ Sensitivity Analysis

· Board Education/ Communication

· Research/ New Ideas

· Planned Giving Assistance/ Estate and Financial Planning

· Donor Fund Analysis

Investment Management

· Social Screening

· Portfolio Structure

· Manager Selection

· Manager Monitoring

· Manager Replacement

· Portfolio Rebalancing

· Capital Markets/ Investment Research

· Trading Cost Analysis

· CRT Investment Strategies

Administrative Services

· Trustee Service

· Custody

· Payment Services/Tax Reporting

· Consolidated, Streamline, Account Reporting

· Turnkey CRT Program

· CRT Case Analysis/Documentation Preparation

· Liquidation Services