Endowment & Foundation Services

AndCo helps our Endowment and Foundation clients manage portfolio performance, risk factors and meet their budgetary requirements. Our solutions seek to improve overall net returns at reasonable levels of risk and assist clients in meeting their fiduciary duties. We simplify investment and fiduciary decisions for college, university, hospital and other non-profit clients to help them achieve risk-managed portfolio performance. This is necessary to support strategic organizational objectives and achieve spending requirements to fund specific needs.

A sample of solutions we provide may include:

• Investment Policy Development and Review

• Spending Policy Development and Review

• Strategic Asset Allocation and Portfolio Structure

• Investment Manager/Strategy Identification, Evaluation, and Recommendation

• Customized Monthly, Quarterly, and Special Request Investment Reports

• Quarterly Economic Summary

• Board/Investment Committee Education

• Ongoing Investment Manager Due Diligence

• Professional Service Provider Evaluation – Custody, Transition, etc.

• Special Project Coordination and Execution