Endowments and Foundations

Endowments and Foundations

We have partnerships with a diverse range of Endowment and Foundation clients across the country.

Donor Approved Approach

Our disciplined value investment philosophy aligns well with the needs of Endowments and Foundations, preserving 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 sustainable income to meet ever-increasing spending requirements. 

As part of our servicing offering for Endowment and Foundation clients, we have designed customized bond portfolios to match our clients' unique cash flow needs.

Sectors We Serve


Health Care



Contact Me to Learn More

Jonathan Palfrey, Senior Vice President, Portfolio Manager

Get In Touch