Endowments & Foundations 

Harpswell recognizes the special needs of endowments and foundations, and our dedicated team draws on years of institutional experience to serve your specific requirements and values.

Harpswell’s primary focus for endowment and foundation clients revolves around our OCIO offering which encompasses a full range of services, from policy analysis to investment execution.

As your full-service, outsourced chief investment officer, we offer your foundation the confidence of a manager who works with not-for-profit institutions day-in and day-out. 

We minimize demands on your team by anticipating and addressing all facets of endowment management, including: 

  • investment policy analysis;

  • tactical allocations; and

  • manager selection and quarterly distributions.  

Having a partner who is immersed in the non-profit world brings industry best-practices to your endowment or foundation.  If you would like to explore a partnership with Harpswell, we invite you to reach out.

Harpswell’s Services for Endowments and Foundations 

 

OCIO

Investment Policy Analysis                          

Best Practices Review*

Education

Harpswell’s full suite of OCIO services are provided to our clients with no additional fee.
*Services offered to select clients.  Please reach out to discuss how Harpswell can help you.