More than a century of success serving institutional clients
Exceptional service and essential tools that improve governance and performance
Independent, conflict-free fiduciary investment advice in a disciplined and consistent manner
Custody and administration
- Safekeeping of domestic and international assets
- Settlement of trades, income collection, and corporate reorganization processing
- Consolidated reporting solutions
- Electronic transfer of data for reconciliation, and more
Foundation administration
- Governance
- Grants management
- Regulatory compliance
- Corporate trustee services
Planned giving
- Charitable gift annuity, charitable trust, and pooled income fund administration
- Annuitant/beneficiary distribution processing
- Liability and state reserve calculations
- Tax reporting
The unique needs of each client should inform the investment decision-making process.
Teams focused on mission-driven organizations can leverage valuable resources.
Discipline helps to resist emotionally driven decisions.
A process designed for perpetual pools of capital has a long-term focus.
Near- and intermediate-term tilts can add value to long-term strategic allocations.
Prudent, informed portfolio construction and manager selection can add value.
Both passive and active strategies have a role to play in a well-diversified portfolio.
Fees and expenses matter—spend them wisely.
Disciplined and thoughtful diversification can manage investment risk.
Excessive risk exposures can lead to reactive and counter-productive decisions.
Foundations & Endowments Nonprofits and foundations: Understanding discretionary investment management
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Foundations & Endowments Challenges Facing Private Foundation
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Foundations & Endowments Improving investment outcomes
A guide for investment committees