Endowment Management That's Treated Like Investment Management

In addition to our work with individual clients, Cabot’s investment management approach has also been applied to endowment management for institutional clients.

Our Endowment Management Approach

Charities and endowments, like individual clients and families, often need diversification and a disciplined approach that accounts not only for return but also risks as well. Furthermore, Cabot works with endowment management trustees to help mitigate their fiduciary risks by creating a detailed investment policy statement that is consistent with the needs of their particular charity, trust or endowment.

Endowment Management Services

We provide ongoing Investment Policy Statement reviews and performance reporting for endowment management clients whether in Massachusetts or elsewhere in the United States. Our multiple asset class approach allows us to work with Trustees and Investment Committees to implement either a portion of their allocated assets or the whole endowment.

Additionally, we can work with Trustees and Investment Committees to help leverage our own knowledge of the high-net-worth individual to aid in the efforts to raise funds both from their own constituency and outside individuals.

In Need of Endowment Management Advice?

If you have questions about Massachusetts endowment management or other services, Cabot Money Management can help.

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