Charitable Organizations, Foundations and Endowments
Helping organizations that do good things for others do well.
Ulrich Investment Consultants recognizes the investment challenges facing foundations and charitable organizations. As financial stewards, their staff and boards walk a fine line between spending mandates and maintaining portfolio viability, and often require assistance in balancing the need to earn competitive returns without unnecessarily raising risk. We work with a range of entities to customize investment strategies that meet specific needs while keeping on top of industry trends. By analyzing an organization’s spending policy, operating budget and cash flows, we can develop a tailored investment program to help them do well financially so they may continue to do good things for others.
Ulrich Investment Consultants has experience working with charitable organizations with a socially responsible or mission-driven investment philosophy, helping design well-structured investment portfolios and guidelines based on their unique philosophical views.