SIA takes the time to understand thoroughly each endowment and foundation’s special needs and then develop a set of financial guidelines specific to their situation to help them achieve success. We intentionally maintain a low number of clients to guarantee a high level of personal service. As a fiduciary, our clients know that with every investment we make, their best interests are the key consideration.
Well-informed clients are our most successful clients. We encourage endowment and foundation committees to take an active role in understanding the rationale and process behind the decisions we make for their investment portfolio.
Because the investment portfolio plays an integral role in funding the daily operation and sustaining the existence of any organization, we help clients navigate the financial markets through a well-designed Investment Policy Statement (IPS). SIA believes the most critical element of developing an IPS for an endowment or foundation is our unbiased perspective.
SIA does not accept any compensation from investment managers, mutual fund companies or other professionals. Our success relies completely on the growth of our clients’ portfolios. We are happy to provide each potential client with a full disclosure of fees for a clear understanding of how we are compensated. Through ongoing evaluation and segment benchmarking, we ensure that we are not only earning your business, but also your trust.