Nonprofit Consulting Services

Nonprofit clients like community foundations, human services organizations, colleges, performing arts organizations, museums, and other 501(c)(3) organizations have trusted Endowment Partners to provide impartial and informed investment consulting services. We serve our nonprofit clients with an unwavering commitment to their sustainability and success. We are fiduciaries and therefore we do not offer or represent any products or services that influence our recommendations or potentially conflict with meeting our clients’ investment objectives.

As your Investment Consultant, Endowment Partners focuses solely on helping you responsibly discharge your fiduciary responsibilities while improving your prospects for success and sustainability. Our investment consulting philosophy is centered around providing customized, value-added, risk-aware strategic solutions. We value these long-term partnerships and pride ourselves on our commitment to your success and sustainability. 

We equip you with the research, education and information you need to make informed and effective decisions in regard to governance structure and governance documents, investments and allocations, investment managers, investment manager performance and benchmarking, and fiduciary risk.

  • Reporting: on a quarterly basis, we provide reports to your Finance Committee, Trustees and executive team summarizing the performance of the portfolio compared to a blended asset class benchmark. This reporting includes an analysis of each fund manager’s performance relative to an appropriate asset class benchmark. 

  • Data aggregation and transparency: our data aggregation software allows us to provide daily snapshots of your total portfolio performance when assets are segregated across multiple managers. This real-time snapshot is available at all times, to all key stakeholders through our client portal. 

  • Manage investment managers: we conduct review meetings with your investment managers annually, semi-annually or quarterly. These meetings allow us the opportunity to intimately understand each manager's investment philosophy and ensure their philosophy aligns with the overarching investment objectives of your organization. 

  • Manager recommendations: Within the framework and guidelines of the Investment Policy Statement, we provide observations as to the performance of the current investment manager(s) compared to respective benchmarks. Additionally, we provide recommendations as to changes and, if required, suggestions as to alternative managers depending upon the number of selected asset classes in the portfolio. 

  • Strategy oversight: review of both active and passive management options currently in place and make recommendations for improvement where applicable.

  • Manage fiduciary risk: once your managers are reaffirmed and/or selected, we provide oversight and guidance to the managers to affirm their adherence to your Investment Policy Statement, and ensure reporting and fee transparency, which reduces the fiduciary risk for your  Finance Committee and Trustees. 

  •  Accountability: assist the Finance Committee and Trustees in upholding managers to the standards outlined in your Investment Policy Statement and propose dollar allocations among your various investment managers.