Foundations & Endowments
Helping organizations achieve financial success.
Foundations & Endowments
In this uncertain economic environment, foundations, endowments, nonprofits, and charitable organizations face complex challenges coupled with significant fiduciary responsibilities.
Our team at FBB Capital Partners understands these unique challenges and has extensive experience helping organizations like yours achieve their desired outcomes.
Many leading endowments and foundations rely on us for financial services such as asset allocation, mission-aligned investing, or spending policy analysis.
Regardless of the specific services provided, our team gains a deep understanding of the organization’s mission and objectives at the beginning of each engagement. We explore historical and current information before making any customized recommendations.
Contact us to learn more about how we work closely with foundations and endowments.
Get In Touch
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Frequently Asked Questions
What investment management services do you offer for foundations and endowments?
We offer customized investment strategies focused on capital preservation, risk management, and sustainable growth to support long-term philanthropic missions.
How do you help organizations meet their fiduciary responsibilities?
Our team provides clear reporting, governance guidance, and policy alignment to ensure compliance and accountability for foundation boards and trustees.
Can you support foundations with socially responsible investing (SRI) or ESG strategies?
Yes. We integrate Environmental, Social, and Governance (ESG) principles into investment portfolios for organizations aligned with mission-driven or values-based investing.
How do you manage cash flow needs for ongoing grantmaking or operational expenses?
We structure portfolios to balance long-term growth with liquidity, ensuring funds are available when needed for grants, operations, or special initiatives.
Do you work with smaller or newly formed foundations?
Absolutely. We partner with foundations of all sizes, offering tailored advice to support growth, stability, and impact from the early stages onward.
CONTACT US TODAY
If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.