Trust Point currently serves more than 120 not-for-profit organizations. Many of our relationships date back decades. This long and rich history has provided us with a deep understanding of the competing goals that foundations and endowments often face: the need to meet the requirements of today’s beneficiaries while also growing or preserving the asset base to support future spending.
Our comprehensive services range from helping to develop an investment policy statement to implementing the asset-allocation strategy and communicating results to various stakeholders. Whether you favor a plain-vanilla approach to investing or are looking to mimic the Yale model, you can be assured that we will provide you with unbiased opinions. Trust Point is a completely independent institution, with no affiliations or proprietary products to sell. This means we are able to offer a unique blend of investment options, rather than limiting our selections to the confines of a proprietary investment approach.
No “one size fits all” strategy applies to foundations and endowments. We will help you consider all relevant factors pertaining to your investment options, your spending requirements, and your capital-preservation needs. And we will honor all fiduciary duties while working with you to maximize the satisfaction of donors and beneficiaries alike.
For more about our investment management approach, see: