Whether your endowment or fund is new or established, it has unique characteristics that we first must understand in order to provide effective advice. To help establish a solid relationship, we listen first.
We explore your investment goals and objectives as well as expected cash flows, governing principles, growth expectations, and spending requirements to understand the unique characteristics that could affect selection of investments and the advice you receive. For existing portfolios, we evaluate your current managers and funds, and compare your current holdings to the asset allocation and risk parameters in your Investment Policy Statement. We determine whether your portfolio, as invested, is in compliance with your Investment Policy Statement.
For information on Investment Stewardship, contact Will Thorpe, 703-716-6000 or
email stewardship@masoncompanies.com
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