Endowments and Foundations

Small and midsize endowments and foundations have unique challenges and needs from larger organizations

Smaller endowments and foundations typically experience a higher turnover in staff, have fewer in-house resources to leverage, and need to minimize operational costs. They must balance these things while also generating long-term results that are lower risk. Without access to in-house expertise, small and mid-size endowments and foundations often rely on outside partners for guidance. Wealthspire is a Registered Investment Advisor (RIA) serving as a wealth advisor, investment manager, financial consultant, and fiduciary for our clients.

Our Services for Endowments and Foundations

  • Investment Policy Statement creation, construction, implementation, and revisions 
  • Asset Allocation and Portfolio Construction 
  • Manager Selection 
  • Environment, Social, & Governance (ESG) Investment research, considerations, and recommendations 
  • Performance Measurement and Monitoring 
  • Administrative Support 
  • Custodial Services 
  • Trading and Rebalancing 
  • Education 

Our Dedicated Team

Our team of advisors are experts in servicing and supporting endowments and foundations of $1-15 million and are knowledgeable in helping these organizations build, implement, and review Investment Policy Statements.  With an in-house Investment Team, Endowment Committee, and Trusts and Estates team, you and your endowment or foundation are at the center of our tools and resources at Wealthspire.

Jay Czarapata, CFP®, CRPS®

Senior Vice President

Jay has been with the firm since 2011. He specializes...

Michael Delgass, J.D.

Managing Director

Mike uses his extensive prior experience as an attorney to...

Justin deTray, CFP®

Managing Director

Justin deTray is a Managing Director and Advisor in the...

Benjamin D. Kille, CFP®, CIMA®, AIF®

Managing Director

Ben brings over 30 years of experience in the financial...

Bruce Laning, CFA®

Managing Director

Mr. Laning is a Managing Director at Wealthspire Advisors. In...

Max Meltzer, CFP®

Senior Vice President

Max joined the firm in 2015 through the acquisition of...

Luke Smith, CFP®, AIF®

Assistant Vice President

Luke is a CFP® professional and Advisor in our Salisbury,...

Edward C. von Lange, CFP®, CPFA®, AIF®

Senior Vice President

Ed joined the firm in 2020 through the acquisition of...

Charles G. Walker, CFP®, AIF®

Senior Vice President

Charlie joined Wealthspire Advisors as part of the legacy StratWealth...

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