Our world revolves around the non-profit, 501 (c) (3) universe. We are charitable foundation-centric in all that we do. The knowledge, the proficiency we bring lies in Endowment Strategy Investing.
You’ve seen the financial magazine covers touting the successes of monolithic university foundations. What these educational endowments have been accomplishing for decades, bolstered by the intellectual capital of their sizeable staff and comprised of sector-focused personnel, is not a secret. Our legacy wealth firm has been modeling these strategies among clients for years.
What we call the Endowment Model Portfolio Strategy helps institutional investors own income-producing or real assets through alternative investments. These are also known as Direct Participation Programs – real estate, equipment funds, business development companies, mineral rights, oil & gas infrastructure and drilling programs.
Endowments provide ongoing benefits for those marked to receive them. Realization of gains enables Boards to magnify their existence by helping others thanks to asset appreciation in order to fund future years of scholarships, expansions or any efforts donors seek to finance.Our firm is gratified to sustain the essential task of paying it forward to foundations of every size. After all, we make a life by what we give – for the sake of perpetuity.
Endowment Model Strategy