Foundations and Endowments
Foundations and endowments are the inspiration and legacy of philanthropic gifts others intended to make a difference enriching our communities. For this reason, the team at Acumen Wealth Advisors is inspired to help boards serve their mission. Our team understands foundations and endowments are designed to be perpetual and, therefore, require a different investment philosophy. We help foundations and their board build on their Investment policy and manage and report on their foundation’s performance. Foundations and endowments are overseen by boards and committees with constantly changing membership with yet a unified mission.
Their goal is to maximize their resources and effect positive change. To maintain consistency and adherence to the goals and objectives of the foundation or endowment, Acumen will assist in the construction of an Investment Policy Statement (IPS). The IPS is not a static document and our goal in helping to create and refine this document is to unite the mission and the funds to maximize their purpose. We understand unique needs and welcome the opportunity to demonstrate how our team can support your mission.