Services for
Foundations and Endowments


We are well-versed in the unique challenges faced by endowments and foundations, and the responsibilities required to manage assets while upholding your organization’s mission and mandate…

We understand the importance of your work and your desire to support your organizations’ mission in the years to come.

We serve as an extension of your organization’s investment and oversight committees, helping to fulfill fiduciary responsibilities. We help implement strategies designed to effectively manage their portfolios while meeting their stewardship duties, always mindful of spending policy needs and requirements.

Using both strategic and tactical asset allocation, we develop portfolios that seek to meet the objectives of your Investment Policy Statement. We use our extensive resources and conduct objective research to find investment opportunities that we believe will align with your values and contribute to the sustainability of your organization.

We are committed to your organization long-term, and we will continually monitor and manage your portfolios to help ensure they stay consistent with your long-term goals and mandates and remain deeply invested in your organization’s success.

Gadberry Financial Group’s services for Foundations and Endowments

When the mission is your work, you want to ensure that you are doing everything in your power to support and protect that mission. The wealth advisors at Gadberry Financial Group can help ensure that your foundation or endowment is in compliance and on track for financial success. Be a good steward by investing in financial planning now rather than later.

Services include:

  • Effective Plan Governance
  • Due Diligence and Research
  • Investment Policy Statement Review
  • Portfolio Management
  • Stewardship Documentation of Spending
  • Policy Objectives, Portfolio Reviews
  • Knowledgeable support and guidance on regulatory standards

Contact us