Caring, legacy, and permanence
These are the pillars of most family foundations.
Imagine a philanthropic partner who helps you maximize the value and impact of your philanthropy.
With over five decades of experience acting as fiduciaries on behalf of our foundation clients, we have developed a unique level of engagement with our foundation Boards. We make sure your chosen mission and vision are supported by a comprehensive and collaborative investment management process.
Our "Even Better" Experience TOP
- Complimentary Discovery Process
- Our time-tested discovery
process allows us to get up to speed quickly with your foundation’s history,
culture, and objectives. This is the first step toward determining if we can
add real value to your foundation team.
Gaps and Opportunities for Improvement
discovery process allows us to respond with a valuable analysis of your
existing approach, identifying any gaps between where you are now and
where you’d like to be, and finally proposing a process for moving
forward to bridge those gaps.
Engagement – Providing “Best Practice” Education
- We are
firm believers in “partnering” with your board and other experts. We act
as a resource to educate your board regarding all aspects on the
investment management process.
an Appropriate Written Investment Policy
- We will
assist the Board to create this important
ocument for your foundation and review it annually.
an Appropriate Asset Allocation for the Investment Portfolio
- This is
the starting point to a thoughtful investment process. We will help your
Board establish an asset allocation based on your risk tolerance and
- We have
decades of experience selecting investments tailored to meet your specific
expectations. We also provide shareholder proxy voting and shareholder
litigation filing services at no additional cost.
Keeping and Performance Measurement
track all your foundation investments daily making this information
available 24-7 at
We also provide comprehensive quarterly reports including performance and
Committee Review Meetings
- We host regular in person or virtual investment review meetings with the investment
committee so you remain engaged in the process.
to Trustees or Board Members
robust reporting platform allows us to produce virtually any report you
would find valuable in assuring your investment strategy is meeting your
Return and Annual Audit
- We work
closely with your CPA firm to ensure they have everything they need to
complete your annual return.
Something else we can do for you TOP
- Complimentary Second Opinion Service
- The first step to determining
if we are a good fit is to participate in our complimentary Second
Opinion Service. This process will provide you with a thorough review of
your existing approach and identify if there is an opportunity for
- Have Coffee with Bruce
- We develop lifelong
relationships with our clients. Feel free to reach out to Bruce by
email or at (415) 925-4005 for a casual meeting to determine if we have the chemistry
to be successful together.