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We are your financial sustainability partner.

Providing specialized investment management for nonprofits, foundations and endowments.

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About Us

 

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 work with all sizes of organizations and serve our clients with an unwavering commitment to their sustainability and success regardless of if they are a start-up agency, or have been established for 50 years. 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

EP Difference
the real about us
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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.

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