Mission-Driven Foundations and Endowments

Consulting Fees — Please contact us for a customized proposal based on your company needs.

Services May Include:

  • Investment Committee Selection
  • Create Investment Policy Statement (IPS)
  • SRI Investment Selection
  • Develop Proxy Voting Guidelines
  • Portfolio Oversight and Quarterly Rebalancing
  • Annual Review of Strategy
  • Portfolio Monitoring and Reporting
  • Community Investment Selection
  • Donor Presentations