Endowments

Trusco is nationally recognized as one of the largest managers of endowment and foundation assets. From colleges and universities to healthcare organizations and corporate foundations, Trusco has a proven track record in managing endowment assets in such a way that assists institutions in achieving their goals and objectives.

At Trusco, we pride ourselves on building customized solutions for your organization. We work side by side with you to choose investment strategies that are aligned with sound financial vision. With your staff and board, we design an investment strategy that incorporates the appropriate asset classes and risk profile to meet your organization's long-term goals.

Guided by your investment and spending policy, we leverage our proprietary asset allocation modeling to identify asset classes appropriate to your organization. We'll work with you to finalize asset allocation targets and ranges, manage a portfolio that draws on the wealth of our research, and identify the individual securities or portfolio of mutual funds that will help to achieve the allocation and diversification appropriate to your organization.

Many institutions have the support of dedicated organizations like alumni associations or other affiliated foundations. Trusco works with these organizations to bring together the broader long-term vision of your organization, and develop investment strategies that will create synergistic integration of all your supporting organizations.

Here are a few examples of investment portfolios we manage for endowments and institutions:

• Operating Reserves
• Bond Proceeds
• Construction Funds
• Grants
• Planned Giving