We are your financial sustainability partner.

Offering multi-dimensional, long-term financial support for your nonprofit, foundation, or endowment. 

 

ABOUT US

Endowment Partners is an Investment Management Firm that specializes in, and solely focuses on all aspects of investment management for nonprofits, foundations, and endowments across the country. Nonprofit clients like community foundations, human services organizations, colleges, performing arts organizations, religious organizations, and other 501(c) 3 organizations trust Endowment Partners to provide multiple layers of financial sustainability strategy.

 

We manage investable assets for clients, but that is where the similarities with other investment management firms end. Our firm was established with the goal of filling the gaps in service we continued to see from traditional investment managers who were managing for the nonprofits that we were personally involved with. Our experience consistently proved that nonprofits were underserved by their investment managers. To fill this gap in service, we designed our firm with an expanded scope of service dedicated specifically to the unique needs of nonprofits. The firm believes in a three-pillared approach and believes that all three pillars are necessary for long-range financial sustainability. These three pillars are governance structure (including comprehensive financial planning), sophisticated investment management strategy, and enhanced donor stewardship (including full-service capital campaigns and capacity campaigns).

 

We serve our clients with an unwavering commitment to their sustainability and success. As fiduciaries, we do not offer or represent any products or services that influence our recommendations or potentially conflict with meeting our clients’ investment objectives. We look forward to partnering with you on your path to financial sustainability!

THE ENDOWMENT PARTNERS DIFFERENCE

GOVERNANCE
AND LEGACY DOCUMENTS

Legacy Documents are the necessary foundation for long term agency sustainability.  We work with our clients to develop, ratify, and implement the pertinent financial policy documents.

SOPHISTICATED INVESTMENT STRATEGY
ENHANCED DONOR
RELATIONSHIPS

Expanding the conversation around donor gifting strategies allows us to support our clients with long-range growth.  These relationships provide a long-term benefit to both the donor and agency.

  • Donor Investment Experience: Endowment Partners LLC brings ultra-high net worth expectations and stewardship to our clients and donor conversations.  

  • Donor Confidence: Through our support, nonprofit donors have confidence in the long-range sustainability of the organization through their ongoing gifting. 

  • Nonprofit Agency Competence: Sophisticated strategies and conversations with donors expand the development team acumen and support overall agency competence.   

 

THE ENDOWMENT PARTNERS DIFFERENCE

COMPREHENSIVE FINANCIAL PLANNING

We provide comprehensive financial planning services as the first step in our client on-boarding process. During this time we work directly with your executive team, Trustees, and Investment Committee to learn about your organization, your goals, funding needs, current position and governing structure. We begin by addressing the Governance and Legacy Documents for the agency.  These documents create the foundation for long-range planning and investing strategies. We are Governance Document experts and work with you to develop, ratify, and implement the pertinent financial policy documents and Governance Documents.

SOPHISTICATED INVESTMENT STRATEGY

A sophisticated  investment strategy is a key component of financial  sustainability.  We build and implement a customized investment strategy designed to meet your organization's specific needs. Our highly specialized investment portfolios provide true multi-level diversification utilizing both passive and active investment strategies.

ENHANCED DONOR
STEWARDSHIP & FUNDRAISING

Endowment Partners provides long-term support for your agency through our enhanced donor stewardship services including gifting strategies, feasibility study services, full-service capital campaigns, and capacity campaigns. We work with you to grow your investable assets through donor relationships. Endowment Partners is with your organization through the full life cycle of the donor experience and is an extension of your development team. 

NONPROFIT CONSULTING SERVICES

As nonprofit Investment Consultants, Endowment Partners focuses solely on helping you responsibly discharge your fiduciary responsibilities while improving your prospects for success and sustainability. Acting in an independent consulting capacity, our firm assists your Trustees in meeting your fiduciary obligations, managing  portfolios and evaluating performance. Our investment consulting philosophy is centered around providing transparent, customized, value-added, risk-aware strategic solutions. We value these long-term partnerships and pride ourselves on our commitment to your success and sustainability.

FEE-ONLY FIDUCIARY 

 

OUR COMMITTMENT

As a fee-only fiduciary, our firm and its associates have a duty of utmost good faith to act solely in the best interests of each client. Our clients entrust us with their funds and personal information, which in turn places a high standard on our conduct and integrity. Our fiduciary duty is a core aspect of our Code of Ethics and represents the expected basis of all of our dealings. As fiduciaries, we do not offer or represent any products or services that influence our recommendations or potentially conflict with meeting our clients’ investment objectives.

 

CODE OF ETHICS

This code does not attempt to identify all possible conflicts of interest, and literal compliance with each of its specific provisions will not shield associated persons from liability for personal trading or other conduct that violates a fiduciary duty to advisory clients. A summary of the Code of Ethics' Principles is outlined below.

  • Integrity - Associated persons shall offer and provide professional services with integrity.

  • Objectivity - Associated persons shall be objective in providing professional services to clients.

  • Competence - Associated persons shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which they are engaged.

  • Fairness - Associated persons shall perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employers, and shall disclose conflict(s) of interest in providing such services.

  • Confidentiality - Associated persons shall not disclose confidential client information without the specific consent of the client unless in response to proper legal process, or as required by law.

  • Professionalism - Associated persons conduct in all matters shall reflect the credit of the profession.

  • Diligence - Associated persons shall act diligently in providing professional services.