The long-term success of a foundation or endowment is largely determined by three factors:
- Spending policy
- Asset allocation
- Investment selection
Download this fact sheet to learn how CBIZ Investment Advisory Services can help you manage the fiduciary responsibilities associated with sitting on an Endowment and Foundation committee.
Investment management services to individuals, corporations, trusts, endowments and foundations offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Investment management services to governmental and/or municipal defined benefit plans, 457 plans and related individuals provided by CBIZ Investment Advisory Services, LLC, dba CBIZ InR and dba CBIZ Retirement Plan Services.
For important disclosures please click here.