Endowments and Foundations

Endowments and foundations serve a valuable role by providing greater independence and enhanced stability for the institutions they support. At Charter Wealth Management we understand that leaders of these organizations face unique opportunities and challenges:

  • Balancing the current obligations with the future needs of the organization
  • Generating long term portfolio growth without excessive volatility
  • Managing the ever changing landscape of the financial markets
  • Fulfilling fiduciary responsibilities and adjusting to increasing regulatory requirements

At Charter Wealth Management we take a consultative approach that allows us to develop a customized plan for your organization. Creating a sound endowment management strategy requires a well-defined plan that adheres to prudent principles. Our fiduciary process and independent approach make up the framework for helping your organization achieve its mission.