Charitable Organizations, Foundations & Endowments

We help organizations that do good things for others to be successful.

Ulrich recognizes the investment challenges facing foundations and charitable organizations. As financial stewards, their staff and management 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 staying 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 these organizations do well financially so they can continue to do good things for others.

Ulrich has specialized experience working with charitable organizations with a socially responsible or mission-driven investment philosophy, helping design well-structured investment portfolios and guidelines based on unique philosophical views.

Services Include:

  • Fiduciary Advisory
  • Outsourced CIO
  • Spending Policy Analysis and Development
  • Investment Policy Development
  • Asset Allocation
  • Investment Manager – Due Diligence and Selection
  • Ongoing Monitoring
  • Comprehensive Performance Reporting