Charitable Organizations, Foundations & Endowments

We support the success of organizations that do good things for others.

Ulrich recognizes the investment challenges facing foundations, charitable organizations, and endowments. As financial stewards, the staff and management boards of these entities walk a fine line between spending mandates and portfolio viability. They often require assistance in balancing the need to earn competitive returns while not 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 develop a tailored investment program to help these organizations do well financially so they can continue to do good things for others.

In addition, Ulrich has specialized experience working with charitable organizations with a socially responsible or mission-driven investment philosophy, helping to design well-structured guidelines and portfolios based on these 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