Charity/Endowment Fund

We at Brouwer & Janachowski have a long history of working with charitable organizations and endowment funds. We began working with charities and endowments more than 20 years ago, and understand the unique issues you face.

Does This Sound Like You?

• As the executive director or member of the board of directors, you want to do the best thing for your organization, yet you are also very busy. You know the organization does not have the expertise or the desire to manage investments and you want to delegate that responsibility. However, you also want to know that your investments are diversified, solid and compatible with the mission of your organization and with sound economic principles.
• And, you have questions and concerns. How do we do set up a sound investment policy? What's the best investment approach? Which custodian should we use? How do we know if we're getting a good deal from our custodian?