Foundations

As one of the largest money managers of endowment and foundation assets, Trusco is uniquely qualified to provide customized solutions to meet all your foundation's needs. We work with both private and public foundations; working side by side with them to choose investment strategies that are aligned with sound financial vision. We work with your staff and board to design a portfolio 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 appropriate asset allocation targets and ranges, manage a portfolio that draws on the wealth of our research, and identify suitable individual securities or portfolio of mutual funds that will help to achieve the allocation appropriate to your organization.

Here are a few examples of investment portfolios we manage for foundations:

• Investment and Spending Policy
• Asset Allocation
• Operating Reserves