Corporate Accounts & Endowments
Empowering businesses, institutions for robust portfolios and financial success.
We specialize in working with corporate accounts and endowments because we have deep expertise in areas such as risk management, cash management, and executive compensation planning. Corporate accounts and endowments require customized investment solutions or have complex financial structures that require a more flexible and tailored approach.
Network and resources. We have the experts and resources that can help corporations and endowments develop sophisticated investment strategies and stay up to date on the latest trends and best practices because both corporate accounts and endowments require a high level of expertise and knowledge in order to manage their complex financial needs.
We have a commitment to Socially Responsible and ESG investing: corporate and university endowment funds have a commitment to investing in a socially responsible and sustainable manner, and a boutique that aligns itself with SRI/ESG practices can help clients achieve this objective. We have a real understanding of SRI/ESG investing and can help corporate accounts and endowment funds develop investment strategies that align with their values and goals.
Moreover, we have access to alternative investments such as impact investing, community investing, and sustainable real estate. These investments can help endowment funds achieve their SRI/ESG goals while also generating attractive returns
We offer customization and flexibility, which can be valuable for endowment funds that may have unique investment objectives or constraints. We work closely with corporate accounts and endowment funds to develop customized investment solutions that meet their specific needs.
Alignment with corporate and university values. Often, such organizations have commitments to social responsibility and sustainability, and working with a boutique SRI/ESG based wealth management firm that shares these values can be a good fit for their assets
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