Endowments and Foundations

Our dedicated Endowment and Foundation team understands the goals and challenges of non-profit organizations. With our exceptional client insights, we can offer the industry's best practices in administration, investment management and global custody.

Our client-focused approach is distinguished by

Successful Client Relationships

• More than 250 endowment and foundation clients
• $3.4 billion in client assets
• Excellent client retention rate

Partnership Approach to Achieving Client Goals

• Expertise in adapting our resources to each client's needs
• Rigorous tracking and controls in executing client strategies

Commitment to Continual Research and Development

• Ongoing enhancements to provide complete, excellent resources