Private Foundation Management
Investment solutions to support your organization and its mission.
Comprehensive Investment Support for Your Foundation
Whether you wish to establish a new foundation or reduce the administrative burden of an existing one, our comprehensive investment solutions can help you realize your family's mission
Benefits of a Private Foundation
Establishing a private foundation can continue your family's legacy through ongoing support of the causes and organizations you care about most. As one of the most dynamic charitable vehicle, a private foundation offers several other benefits as well.
Ability to accept multiple types of assets
Potential to deducttax gifts and appreciated securities
Can eliminate capital tax on long-term appreciated securities
Consider the Charitable and Tax Benefits of a Private FoundationSPEAK WITH OUR CEO
Investing for the Long-Term
Our portfolio management philosophy is designed to help secure your organization's long-term mission. This includes capitalizing on longer-dated investment opportunities with attractive liquidity premiums.
Active Management of Allocation and Risk
Our dynamic approach to asset allocation is ideal for private foundations. Taking into account current marketing conditions, our ProActive strategy shifts between equity, fixed income, and cash to help ensure your portfolio's risk and return profile is appropriately managed.