Serving the investment programs of endowments and foundations


Assignment based

Helping fiduciaries evaluate their investment program:

  • Reviewing process, governance, and investment policies

  • Evaluating benchmarking and reporting protocols

  • Re-underwriting investment providers

Retainer based

Providing ongoing expertise for staff and trustees:

  • Attending committee meetings

  • Monitoring adherence to Investment Policy

  • Providing ongoing advisor due diligence