Recommendations

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 help manage the funds so that the money is not spent disproportionately due to unfavorable market conditions.

We will determine what investments are most appropriate. This is important when allocating in the asset allocation.