Endowments & Foundations

It all begins with a conversation…let’s find out how we might be of service to you either now, or in the future. Find out why we say… “Relax, we’ll take it from here."

Endowments and Foundations

Portfolios for endowments and foundations need to stand the test of time and be diversified enough to handle a wide range of market conditions. At SRP we understand these challenges and provide solutions to help guide committees through the complexities of their unique needs. Our dedicated team of professionals operate as investment fiduciary partners and act as an extension of the board, trustees, committees, and staff to effectively manage assets to efficiently balance returns and risks.

SRP is committed to delivering successful outcomes to our endowment and foundation clients by guiding them through all steps of the process: establishing an Investment Committee Charter, advising on Investment Committee Member selection, writing an Investment Policy Statement, Portfolio Design, Investment Manager selection, ongoing portfolio monitoring and consultation.