Hightower LakeWater manages the investments of a non-profit organization or educational institution with the same care and attention that we grow our private clients’ portfolios.
Every organization is different and requires a deep understanding of the organization’s needs, goals and vision. We build customized portfolios that align with the organization’s mission, long-term investment objectives, risk tolerance, liquidity needs, and other considerations.
Highlights:
Investment management and planning for endowments, capital funds and operating funds
Working with non-profit boards on investment policy statements and asset allocation strategy
Planning for grants and other distributions; spending policy analysis
Board education, particularly with respect to the fiduciary obligations of all parties
Analysis of appropriate portfolio approaches, including environmental, social, and corporate governance (ESG) considerations.
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