Properly protecting and growing your institution's endowment can be overwhelming and distract from the core mission. When you bring Plancorp on as your Institutional Asset Manager, we partner with your board and organization to bring industry-leading best practices that build trust amongst your key stakeholders, allowing you to grow your mission.
Certified in our fiduciary excellence, we're one of the few firms that provides a team solely dedicated to support nonprofit organizations.
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.Schedule a Consultation
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.
When you invest as a trustee, you are handling someone else’s money, making you responsible for their investment’s fiscal health.
When you are able to make or influence investment, administrative or financial decisions for a nonprofit, it is highly likely that you will be considered a fiduciary for those decisions.
Long-term performance is a vital component to the long-term success of your organization. Equally essential is establishing an investment policy statement to drive risk-appropriate returns and satisfy cash flow needs.
Plancorp will assist with creating & reviewing your investment policy statement (IPS). Our team will monitor your portfolio to ensure that it complies with your IPS.
A CEFEX-certified fiduciary is one who adheres to a rigorous set of best business practices. CEFEX is based on the ISO 9000 international standards on quality management and quality assurance. These practices are adopted for fiduciary governance.
For more than 40 years, Plancorp has acted in our client's best interest and for the last 15 years, CEFEX has been verifying Plancorp's fiduciary responsibilities with its clients
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.
Our Investment Team conducts in-depth research. We’ve done academic-based studies of asset performance for decades through the help of research universities and renowned economists.
Our evidenced driven, low-cost, diversified investment philosophy is designed to increase your opportunity to outperform the market and concurrently meet your fiduciary requirements.
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 your organization.
Yes - the mix of stocks, bonds, and cash in your portfolio will dictate the range of possible outcomes and your long-term investing experience. The portfolio's allocation is articulated in your Investment Policy Statement and is the result of understanding your risk tolerance.
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.
As a top financial advisory firm in St. Louis, we’ve been established in local circles and national news outlets as industry thought leaders. Browse our featured resources to learn more about our approach to wealth management.
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