Foundation, Endowment, and Healthcare Practice Head
While we advise some of the largest and most prestigious institutions in the world, more than one-half of the institutions we work with have fewer than $250 million in assets. Clients of such diverse size often need different levels of support from their advisor. For that reason, we carefully match our investment team’s skills and specialties to your institution’s specific needs and expectations.
We recognize that the singular purpose of your endowment, foundation, or hospital assets is to support your mission. Your investment objectives, risk sensitivities, spending requirements, and liquidity needs are often unique. Taking into account the availability of your investment committee and the level of internal resources you have available, we work closely with you to develop the right solution for your organization’s investment assets.
The way we work with our clients is as varied as the institutions themselves. For the majority of institutions, we provide comprehensive, proactive investment guidance and administrative support. The flexibility of our service model allows you to keep discretion of your assets at whatever level you would prefer. Some clients need less involvement from us and simply use us as a sounding board into their decision-making process. Others have opted to delegate investment decisions to us on discretionary basis because of our investment experience and focus. Whatever your needs, we will customize our working relationship to fully meet them.
Explore Our Global Capabilities to discover the ways in which we can best help your organization achieve the investment results you seek.