Broker Check


We Understand Long Term Investing

Many foundations face the same problems as individual investors during market downturns.  They’re concerned about having enough funds to meet their spending requirements without unduly jeopardizing their capital base.

One way to mitigate this concern is to use a rolling three- to five-year market value of the portfolio.  In down years, the five percent affects less of the overall portfolio and in up years, it affects more. If the three- to five-year periods are rolling, they act like a moving average and the money is not spent disproportionately due to unfavorable market conditions.

We will determine what investments are most appropriate. We commonly use professionally managed accounts, long only, and long-short strategies when appropriate.  This is important when allocating in the asset allocation.