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Foundations & Endowments

Plante Moran Financial Advisors offers deep-rooted expertise and resources for endowments and foundations providing investment, fiduciary, and risk management services to align with your unique organization’s goals.

With a rich understanding that nonprofit organizations sustain purposeful responsibility for prudent investment stewardship and fiduciary oversight, our experienced team of investment consultants is supported by one of the largest not-for-profit audit, tax, and consulting firms in the country, Plante Moran*. We customize solutions for your organization by reviewing your financial statements, spending policies, cash reserves and operational dependencies, risk tolerances, liquidity needs, and other ongoing commitments.

Our services include: asset allocation development and investment policy design, manager search, selection, and oversight and ongoing risk management. We provide independent, unbiased investment recommendations and find the right balance between meeting cash flow requirements for current commitments and supporting growth to help achieve long-term goals. Working alongside you, your executives, and investment committee members, we focus on constructing a disciplined investment program designed around your current needs and future goals.

*Plante Moran was ranked 1st of 200 CPA firms by assets under management — Accounting Today, June 2016

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Investing your organization’s assets

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Beltway uncertainty and what it means for the economy and investors
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A strategic view to maximize returns
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Wealth Management news and events

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Productivity & performance

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Navigating changing regulations

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Foundations and Endowments Thought Leadership

  • A strategic view to maximize returns
    Investment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
    Mark Dixon Wealth Management
    Article May 25, 2017 1 min read
    Woman looking out window
  • Endowments should rethink the 5 percent rule
    For decades, most endowments and foundations have lived by the five percent payout rule, safe in knowing that such prudent spending safeguarded their financial health.
    Mark Dixon Wealth Management
    Article May 05, 2017 3 min read
  • Tackling tax reform: Answers to three burning questions
    Should you wait until tax legislation is enacted to plan? In a word, no. There are several action items to consider now.
    Michael Monaghan Stephen Eckert
    Article March 07, 2017 3 min read
    Image of people raising their hands in a classroom
  • Plan sponsors should beware the managed account default option
    The world of 401(k) and 403(b) retirement plan sponsors has been somewhat nightmarish in recent years, marked by countless lawsuits over fees paid by participants for investment services. Now, those hoping to avoid being the next company in the headlines for the wrong reason are having to undertake a comprehensive audit of every fee charged to participants.
    Mark Dixon Wealth Management Susan Shoemaker
    Article March 01, 2017 4 min read
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Our Institutional Investment Team

The greatest value we provide to clients is our team of professionals. We enter into each relationship with the intention of serving as a trusted advisor to our clients’ executives, boards, committee members, and owners and know earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your organization’s goals.