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.
How We Serve Endowments & Foundations
We have the experience and capabilities to establish clarity and key objectives while incorporating an investment strategy that aligns with your organization’s mission and helps address capital preservation needs.
The role of a fiduciary is to adhere to the highest ethical standards, always act in the best interest of their clients, provide
full disclosure, and continuously provide oversight and monitoring.
Investment Committee Governance
Instituting proper governance includes incorporating best practices, overseeing all aspects of the engagement, and adhering to present regulatory requirements.
Investment Committee Education
In working with many organizations,
we realize the importance of education to ensure everyone on the committee is empowered with all the necessary information.
Investment Policy Statements
Developing a well-crafted IPS helps establish and preserve clear guidelines for specific objectives, benchmarks, and asset allocation strategies for the organization.
Asset Allocation & Portfolio Construction
We help you invest for the long term, using a disciplined approach that helps further your organization’s mission.
Our Dedicated Team
Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals and families across generations. Their backgrounds and experiences are as diverse as their clients; we have over 90 advisors across the U.S. to serve you. Looking for a financial advisor? Start your search here.