Non-Profits, Foundations, & Endowments

Opportunity

One of our clients, a long-established endowment for a local high school for the performing arts, was looking to create and implement a new investment policy statement for their almost one-million-dollar endowment. They were unhappy with the out-of-state advisory firm they had been working with, and wanted to work with a firm who could provide personal attention and in-house fixed-income solutions.

Solution

Our team collaborated with the endowment board to create an investment policy governing statement that could be adjusted based on changing market conditions. We ensured that our values and personalities were a good fit with the board and that we could provide individual attention. Our in-house fixed-income manager explained portfolio suggestions. In addition, the foundation’s financial advisor worked to transfer the accounts and help with any issues.

Outcome

While the investment goal of most endowments is typically straightforward (to exist in perpetuity with sufficient assets to cover all operating expenses, even when expenses increase) they still require diligent planning and reliable investment management. By managing all aspects of the endowment’s accounts in-house, we provided comprehensive support that is only a phone call away.

Next Steps

Learn how Greenwood Capital’s comprehensive and personal approach can help you achieve your unique goals.

Learn More

Request a Meeting

Every investor has a unique story. Your challenges and results may differ. If you would like to request a consultation meeting to discuss your situation with one of our consultants, you may request a meeting here.

This example is inspired by real client scenarios; however, personal details and specific circumstances have been altered to protect client privacy. These examples are for illustrative purposes only and should not be viewed as testimonials or endorsements of our services. Recommendations were tailored to each client’s unique circumstances based on personal information gathered at the time. Due to varying circumstances, the individuals referenced may no longer be clients. Clients are not required to implement recommendations: outcomes will vary based on individual circumstances and whether recommendations are followed.