Foundations and Endowment Planning Services
At Lake Tahoe Wealth Management, we understand that managing the assets of foundations and endowments comes with unique challenges and responsibilities. That’s why we offer specialized fiduciary asset management tailored to support your organization's goals. Whether you are a foundation director or a member of an endowment board, we work closely with you to create an investment plan that aligns with your mission and vision.
Foundations and endowments have a special role in supporting important work and initiatives. To fulfill this mission, it’s crucial that your assets are managed in a way that provides stability and growth over time. Managing these funds means balancing risk, aligning with investment policies, and ensuring that funds are available to support future needs.
Equally important is meeting the fiduciary expectations of your board. Foundations and endowments are held to high fiduciary standards, which include prudently managing assets, adhering to legal requirements, and maintaining transparency. At Lake Tahoe Wealth Management, we help ensure your organization meets these expectations while staying focused on its mission.
Our Approach to Asset Management
At Lake Tahoe Wealth Management, we take a collaborative approach with Directors and Boards to develop an investment strategy that fits your organization’s unique needs. Here’s how we do it:
We begin by understanding the specific mission and financial objectives of your foundation or endowment. This helps us create an investment policy that reflects your goals and ensures that your assets work as hard as possible for your organization. Our approach also ensures compliance with fiduciary guidelines, such as those outlined in the Uniform Prudent Management of Institutional Funds Act (UPMIFA).
Every foundation and endowment has a different level of comfort with risk, and our job is to understand that. We assess potential risks and plan according to your organization’s time horizon. Whether your needs are more immediate or long-term, we make sure your investment strategy is designed for the future while maintaining prudent risk management practices to meet fiduciary expectations.
Selecting the right mix of asset classes is key to a well-rounded investment strategy. We take the time to find the right balance between equities, fixed income, alternatives, and other investments that will support your goals. By maintaining diversification, we not only aim to enhance returns but also to mitigate risks, a critical component of fiduciary duty.
Markets change, and so should your portfolio. We monitor your investments regularly and make adjustments as needed to keep your strategy on track. Our re-balancing guidelines ensure that your portfolio stays aligned with your long-term goals, even as market conditions shift. This disciplined approach helps demonstrate due diligence and accountability—cornerstones of fiduciary responsibility.
We provide clear, regular performance reports and maintain thorough documentation to ensure accountability and transparency.
Transparency and Reporting:
Our team stays up-to-date with evolving fiduciary standards and ensures your organization adheres to all applicable laws and regulations.
Regulatory Compliance:
If your foundation values Environmental, Social, and Governance (ESG) principles or other specific criteria, we incorporate these into your investment strategy to align with your mission while fulfilling fiduciary duties.
Mission-Aligned Investing:
How We Help Meet Fiduciary Expectations
At Lake Tahoe Wealth Management, we take a collaborative approach with Directors and Boards to develop an investment strategy that fits your organization’s unique needs. Here’s how we do it:
Why Foundations and Endowments Need Specialized Planning
Foundations and endowments have a special role in supporting important work and initiatives. To fulfill this mission, it’s crucial that your assets are managed in a way that provides stability and growth over time. Managing these funds means balancing risk, aligning with investment policies, and ensuring that funds are available to support future needs.
Equally important is meeting the fiduciary expectations of your board. Foundations and endowments are held to high fiduciary standards, which include prudently managing assets, adhering to legal requirements, and maintaining transparency. At Lake Tahoe Wealth Management, we help ensure your organization meets these expectations while staying focused on its mission.
How We Help Your Foundation or Endowment Thrive
With Lake Tahoe Wealth Management, you can have confidence that your foundation or endowment is in capable hands. We focus on building strong, strategic partnerships that help you meet your goals and maintain financial health for years to come. By prioritizing prudent management, transparency, and mission alignment, we help you fulfill your fiduciary responsibilities while creating a sustainable and impactful future.
If you’re looking for a trusted partner to guide your foundation or endowment planning, reach out to Lake Tahoe Wealth Management today. We’re here to help you create a future that dares to imagine and makes a difference.