Investment Management
Private foundations are unique entities. From the “jeopardizing investment” rules to “unrelated business income” issues to the lack of carry-forward of realized losses, foundations face a number of investment related complexities. None of these issues should dissuade you from starting a foundation. However, it is imperative that the investment manager hired to manage foundation assets be intimately aware of the unique requirements of successful foundation investment management.
As an investment manager, Ensemble is dedicated to meeting the unique challenges of managing foundation investment accounts. Drawing on our expertise in foundation law and regulation, we structure a portfolio designed to produce the cash flow needed to fund grant making while at the same time growing the capital of the foundation so it can have a larger impact over time. Our goal is to help you get the most from your charitable giving and to make the entire process as easy and efficient as possible.
We work closely with our clients to develop an investment policy statement and structure a portfolio tailored to meet their unique needs. We then monitor the portfolio on a daily basis to ensure it remains aligned with the foundation’s objectives.
At Ensemble, we regard investment management as the cornerstone of philanthropy. Generosity begins with assets, and our job is to grow and preserve them in ways that enhance your ability to exercise your giving in tandem with your other financial goals.