Ensuring that Missions Endure
For non-profits, foundations, and endowment-supported organizations, longevity must be curated.
Operationally, that means regular reviews of the mission and initiatives which bring the underlying values to life.
Financially, that means a comprehensive investment plan that both funds activities and grows assets over time.
Our team members have supported and served non-profits, foundations and endowments over the years, and have extensive experience helping clients reach their mission driven goals.
Case Study
Client: New England private college with a $55 million endowment
Challenge: The endowment received minimal communication from their previous investment firm which impacted their ability to understand the why behind the changes in their portfolio.
Our solution: Reviewed the endowment’s existing portfolio and legacy investment policy statement. Shared and discussed recommended changes, then determined appropriate asset allocation and portfolio construction.
Results: Client transferred assets to Clarendon Private and immediately gained a better handle on—and greater confidence in—decisions being made while retaining access to top-notch investment strategies that fit their portfolio.
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