Importance of Lower Fees

According to a study published by S&P, over a 5 year period ending 12/31/2019, 80% of all U.S. Large-Cap funds underperformed the S&P 500 Index, with a staggering 93% of Large-Cap Core funds underperforming the same index.

The same study found that 100% of Long Govermnent Bond funds failing to beat the Barclay's Long Government benchmark.

Step one of our fee analysis is to determine the overall improvement gained through the strategic use of index funds. 

Importance of Lower Risk

In many cases, Endowment portfolios contain risks hidden beneath the surface.  Our analysis uses powerful software to not only highlight these risks but also determine what those risks have meant through previous scenarios and markets

Common Hidden Risks in Endowments:

• "Overbrokering"
• Security Quality
• Liquidity Risk

Impacts on Performance

Work with a team of professionals focused on the long term success of our clients. Our senior consultants and analysts have spent their careers building lasting, successful partnerships with organization just like yours.

Our mission is to offer more than just investment advice, it is to provide our earned expertise and experience to better your investment program, to help you serve your mission and to advocate for you.