Endowments and Foundations

Helping institutions balance short-term demands with long-term objectives

Achieving the unique goals of your endowment or foundation

Your vision of success for your institution is yours and yours alone. We help you achieve it by first understanding your mission and goals and then creating and implementing a plan to meet your institution’s spending needs and preserve the purchasing power of your investment portfolio over the long term.

Our investment principles for endowments and foundations include an equity bias, adequate liquidity, prudent leverage, reducing the risk of permanent capital loss and appropriate rebalancing – all with the ultimate objective of achieving your unique goals. We augment our investment offering with additional solutions to enhance the management and operations of your institution so it will thrive.

As an investor who has stewarded our own institution for over 200 years, our unique perspective can help you achieve your organization’s goals over long time horizons.

Suzanne Brenner

New York City, NY | USA

As a Partner of the firm, Suzanne Brenner advises the Investment Research Group, which is responsible for manager selection, capital allocation, and investment decisions across Private Banking’s…  Learn More

Solutions to achieve your short- and long-term objectives

  • Investment Advisory

    Long-term, value-oriented investing with the objective of preserving and growing capital

  • Spending Rate Analysis

    Guidance with establishing the appropriate spending policy

  • Trust Services

    Trustee and executor services that provide continuity while easing administrative burden

  • Strategy, Operating and Fundraising Advisory

    Objective advice to help your organization achieve its goals

  • Lending

    Flexible, secured lending to help you implement strategies to achieve your objectives

We are honored to work on behalf of many endowments and foundations. We strive to generate strong risk-adjusted results that enable those organizations to further their work on important causes. We also help these institutions think through critical strategic, operational, and fundraising issues to best position their organizations for long-term success.

Sustainable Investing and ESG

We have found that many seek to incorporate their core values in their investment portfolio. Interested in our approach to sustainable investing and how we align your portfolio with your values?

Our Latest Insights

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This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.


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