Do you work with foundations or endowments?
Institutional Asset Management
At Plancorp, we work with the boards of numerous foundations, endowments, private schools and other non-profits—so we understand the high expectations thrust upon you as a trustee and Investment Committee member. Let us shoulder some of that burden.
We work side-by-side with you to construct an investment plan that supports your organization’s mission and goals, all while keeping costs to a minimum and maintaining total transparency . Then, we educate you every step of the way. When it’s time to present to your board, you’ll have a firm grasp of where your portfolio stands and why.
Performance is everything, after all. Your institution depends on it.
Interested in learning more about our investment philosophy or having us present to your Investment Committee? Fill out the brief form to the right, or contact Charley Meyer at firstname.lastname@example.org or 636-532-7824.