Endowment & Foundation OCIO
Your organization and our investment expertise working together to make a difference.
Endowment & Foundation OCIO
Your organization and our investment expertise working together to make a difference.
INSTITUTIONAL WEALTH DRIVES ORGANIZATIONS FORWARD
Endowments and foundations have unique needs and each organization faces specific financial management and administrative challenges. You need an experienced financial services partner who understands what it takes to thrive amidst these challenges.
Working closely with institutions to manage and steward their assets, AMG provides comprehensive investment consulting and discretionary investment management solutions, including:
- Investment Policy Development
- Asset Allocation and Portfolio Construction
- Investment Manager Selection
- Discretionary Investment Management
- Asset Custody and Performance Reporting
- Client and Committee Education
Often, this combination of services is referred to as Outsourced Chief Investment Officer or OCIO Services in the market today, but it’s what AMG has been doing successfully for our institutional clients for over 35 years.
Client Testimonial
“In the past year, AMG has been a critical factor in our foundation’s evolution. Our board had the vision for where we needed to be, but AMG was the partner we needed to bring it to life.”
— Hallee, Endowment & Foundation client
95%
“satisfied” in latest client survey
45 Years
length of longest client relationship
47 States
OUR SERVICES FOR ENDOWMENTS & FOUNDATIONS
AMG’s Approach to Research & Investment Management
Our comprehensive, data-driven approach to research and investment management puts clients at ease knowing AMG is focused on their goals.
Managed Portfolios
Our ACM portfolios offer disciplined strategies focused on optimizing risk-adjusted returns through different market cycles.
Alternative Investments
Offering clients unique access to professionally managed alternative investment and private capital opportunities.
Nonprofit Banking
Nonprofits, endowments and foundations have unique banking needs and our experience working with them makes us a valued partner.