Endowments & Foundations
WORKING WITH ENDOWMENTS & FOUNDATIONS
The professionals at Massey Quick Simon have extensive experience in managing not-for-profit portfolios as chairpersons or members of numerous investment committees. We share fiduciary responsibility with the Board of Trustees and our client team supports both the Investment Committee and the Office of Finance.
Massey Quick Simon offers our institutional clients services that range from specific consulting assignments to a full-service investment office. We guide our clients on investment policy, governance, best practices and the fiduciary roles and responsibilities of the trustees. We also provide our assistance in defining and building Investment Policy Statements, as well as a comprehensive audit package to assist the Office of Finance through the audit process.