Endowments & Foundations

Monroe Vos has a deep understanding of the dynamics involved with running a successful investment program. We currently service more than 30 endowment and foundation plans with total assets over $1 billion.

Monroe Vos works with your organization to find the right balance between the need for cash flow to support your mission while at the same time factoring in the need for growth to support the long-term goals of the organization. Monroe Vos takes a holistic approach to building investments where decisions are linked to budgeting and the impact of spending on operations or fund programs. Through our spending policy analysis, portfolios are stress tested under various economic environments to assess the growth in assets and spending under adverse, variable market conditions. We maintain a focus on liquidity to allow the organization to continue to meet it spending needs under adverse market conditions.