Endowments / Foundations

Endowments & Foundations Investment Expertise

• Endowment
• Foundation
• Defined contribution
• Operating/reserve

A well-managed investment portfolio should support your mission for years to come. However, the reliance on this pool of capital can make your institution vulnerable to adverse events.

By working closely with your organization, Alpha can help you gain a more strategic perspective on governance processes and implementation considerations — ensuring the checks and balances necessary to support successful investment execution.