Leith Wheeler manages money for more than 35 endowment and foundation clients across the country. Our conservative value style works well with the needs of endowments, preserving real capital over the long term and providing growth, but not at the expense of too much risk.
We understand the need to grow capital at a reasonably steady pace, beating inflation and providing growth to meet ever increasing spending needs. As part of the solutions we bring to clients, we have also designed customized bond portfolios to match spending needs, including allocations to long bonds or real return bonds for inflation protection.
Read the latest issue of:
Foundation INsights "What Antiques Roadshow Can Teach You About Fundraising"
Contact us to learn more about our Not-for-Profit Services.
Jonathon Palfrey, CFA
Senior Vice President, Portfolio Manager
© 2017 Leith Wheeler Investment Counsel Ltd. All Rights Reserved.
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