Endowments and Foundations
Small and mid-size endowments and foundations face unique challenges.
Smaller endowments and foundations typically experience a higher turnover in staff, have fewer in-house resources to leverage, and need to minimize operational costs. They must balance these things while also generating long-term results that are lower risk. Without access to in-house expertise, small and mid-size endowments and foundations often rely on outside partners for guidance. That’s where we come in.
How We Serve Endowments & Foundations
We have the experience and capabilities to establish clarity and key objectives while incorporating an investment strategy that aligns with your organization’s mission and helps address capital preservation needs.
The role of a fiduciary is to adhere to the highest ethical standards, always act in the best interest of their clients, provide full disclosure, and continuously provide oversight and monitoring.
Instituting proper governance includes incorporating best practices, overseeing all aspects of the engagement, and adhering to present regulatory requirements.
In working with many organizations, we realize the importance of education to ensure everyone on the committee is empowered with all the necessary information.
Developing a well-crafted IPS helps establish and preserve clear guidelines for specific objectives, benchmarks, and asset allocation strategies for the organization.
We help you invest for the long term, using a disciplined approach that helps further your organization’s mission.
Interested in the services that Gallimard Advisory can offer endowments and foundations?
Please complete the form to submit a request for proposal.
We look forward to learning more about how we can work together to tailor our services to your organization’s needs.
Our Dedicated Team
Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals and families across generations. Their backgrounds and experiences are as diverse as their clients; we have over 110 advisors across the U.S. to serve you.
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