Endowments & Foundations

Monroe Vos has extensive experience in working with well known and respected endowments and foundations of all sizes and types.

We guide clients through a disciplined and organized process to establish investment guidelines and objectives, and to establish appropriate asset allocation to accomplish the client's investment goals while minimizing risk.  Once this is accomplished, we conduct a transparent nationwide search for the best investment managers available.  Achieving investment goals is important, but there are other challenges for not-for-profit fiduciaries like trust accounting systems, budgetary issues, donor expectations, development and fiduciary education. 

We offer a disciplined approach to developing the right strategy that satisfies investment and social mandates.

We identify with you and understand the challenges you face since 38% of Monroe Vos clients are endowments or foundations.

Our experience includes:
• Charitable
• Community Foundations
• Healthcare
• Higher Education
• Private Foundations
• Religious Foundations

Our expertise in working with types of assets includes:
• Endowments
• Quasi-Endowments
• Foundations
• Planned Gifts
• Trusts

Consulting services for Endowments & Foundations includes:
• Investment Policy Development
• Asset Allocation Strategy
• Asset Optimization
• Spending Policy Study
• Social Criteria
• Tactical Asset Allocation Strategies*
• Manager Search/Due Diligence*
• Alternative Asset Search/Analysis
• Custodian Search*
• Transition Management*
• Performance & Risk Measurement
• Investment Policy Comparison*
• Cost Analysis*
• Trust Accounting Software Analysis*
• Fiduciary Compliance*
• Custody and Client Allowance
• Custom Projects

* Monroe Vos believes that the process it utilizes in these services is unique to the financial industry.