Foundations And Endowments

Through our experience in managing institutional level portfolios for pensions and eleemosynary clients we have gained extensive knowledge and an understanding of the special needs of these mission based organizations. With the important work these organizations do there comes a unique investing profile and time horizon that must be inherently incorporated into their wealth management plan.

Thorough our more than 20 years in the financial industry we have managed portfolios that help serve the needs of many different types of needs-based organizations.

A few examples of clients we have worked with in the past:

• A Foundation that supports a local Boys and Girls Club. The money earned helped pay for ongoing maintenance costs and a new roof for their building.
• A Foundation that supports hospitals. The money earned often went to rebuilding emergency rooms in the most needed areas of the city it was based in.
• An East Coast Diocese
• A religious charitable organization in New Jersey

*Eleemosynary discounts available for qualifying organizations.