Foundations & Endowments

Foundations & Endowments

EHD Advisory Services has extensive experience in managing endowment and operating account portfolios for organizations.  We will work with your investment committee and trustees to craft a customized portfolio that reflects your organization’s values, mission, and goals in a socially conscious fashion. We are able to assist organizations in developing investment policy statements that embrace your mission and fulfill your fiduciary obligations as a board.  On a quarterly basis, you will receive easy-to-follow reporting which benchmarks your performance to the blended index of your choice and provides a review of the overall allocation and adherence to your investment policy.

  • Crafting/Reviewing the Investment Policy Statement
  • Portfolio Management in adherence with your Investment Policy Statement
  • Educating your committee to fulfill its fiduciary duties.