Finding an investment advisor for the small but growing community foundation
MerrellBergin Posts: 14✭✭
Any referrals for fiduciary or OCIO investment advisors, specializing in community foundations with less than $2mm in investable assets and in need of investment policy development and endowment fund setup? Preliminary research finds a limited pool, ranging from shaky to possibly credible.
We use Mason Investment Advisory Services, Inc. and are very satisfied. I know that they can investment the assets for you and develop a investment policy. I am not sure what you mean by endowment fund setup but I would give them a call. Here is their contact information:
Chief Marketing and Development Officer
Mason Investment Advisory Services, Inc.
11130 Sunrise Valley Drive
Reston, VA 20191
p (703) 716-6000 x 124
Very helpful Deborah. Will reach out to them. Have a great weekend! mb
And congratulations on the MBA! 👨🎓