School Foundations


 

Schools are often the center of a community and rely often heavily on donations, which is why getting investment governance and capital preservation absolutely right is critical. We provide a board with independent oversight of the investment process, portfolio construction and ongoing reporting to ensure the donations are protected and the students get the most out of the Foundation, year after year.

 
 

Related Expertise


The individual investor should act consistently as an investor and not as a speculator.
— Ben Graham

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University Endowments