At Plancorp, we know that managing an endowment is a heavy responsibility. That’s why we’re here to help lighten the load. We partner with the boards of numerous foundations, private schools, and other non-profits - so we not only have the expertise but also appreciate the high expectations you face as a trustee of an institution’s endowment.
We’ll work side-by-side with you to design and establish an investment plan that supports your organization’s mission and goals. With clearly defined objectives, you’ll achieve long-term fiscal health of your organization’s assets under the scope of fiduciary best practices.
The team you’ll work with consists of expert, dedicated professionals focused exclusively on the institutional sector. With a firsthand appreciation of your role as an investment steward, you’ll receive an investment strategy that’s backed by academic-based research and personal experience.
Effective and consistent communication is the cornerstone of a successful institutional relationship. We’ll provide ongoing support by tailoring performance reviews and helping you educate your organization’s stakeholders.
Before diving in, your Client Service Consultant will create a transition schedule to efficiently direct your onboarding experience. Your Institutional Team will help assemble the correct personnel responsible for working on your investment portfolio.
Your Investment Policy Statement will guide you on how you invest your entire portfolio. After working together to create it, it’ll serve as a governing document for your whole strategy.
Being successful at managing someone else’s endowment means proper education on what needs to be done. Our team will train your necessary stakeholders on fiduciary issues and your institution's portfolio.
Managing an endowment is a big responsibility. We can help ease the burden by helping you write your Investment Policy Statement (IPS). We’ll provide you with sample documents to manage your donations, gifts, valuation, and more. We are also available to help educate your donors and board members on tax efficient strategies for gifting.
With our institutional market reports and personalized portfolio reviews, you’ll see how your investments compares relative to your goals, relevant indices, peers, and your Investment Policy Statement. This allows you to make informed decisions on what to do next.
When you invest as a trustee, you are handling someone else’s money, making you responsible for their investment’s fiscal health.
Performance is everything. After all, all firms report the numbers. Therefore, your institution depends on it. In addition to performance, we also believe in enhancing the process you follow.
A CEFEX-certified fiduciary is one who adheres to a rigorous set of best business practices. We’ve been CEFEX-certified since 2007. That means we’ve been acting in the best (and transparent) interest of our clients for 12 years.
No - If you don’t have a financial background, we’ll educate you every step of the way so that you can be confident you are living up to your legal fiduciary requirements as an Investment Steward.
We dedicate ourselves to conducting in-depth research. We’ve done academic-based studies of asset performance for decades through the help of research universities and renowned economists.
We believe in maintaining absolute transparency with our clients and always put their interests ahead of our own. As a client of Plancorp, you can be certain there are no hidden fees or agendas, just a life advocate who is looking out for what’s best for you and your family.
Yes - the mix of stocks, bonds, and cash in your portfolio will dictate the range of possible outcomes and your long-term investing experience. Allocation is articulated in your Investment Policy Statement and is the result of understanding your risk tolerance.
At Plancorp, we have decades of experience in investment and asset management for nonprofits, private schools, endowments, and other community organizations. We use our expertise every time we sit down with clients to help create their ideal vision for their financial future.
Number of States Served
Number of Institutions who have achieved CEFEX certification for Investment Stewards
Average Portfolio Size
Number of Institutions We Serve
*All metrics as of November 30, 2020
Not only do we have the expertise in institutional assessment management, but we also have the heart. Our team is committed to helping their communities and providing superior service both in and outside of work.
New to Plancorp? Meet the team that will help make the most of your wealth.
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