Endowments and Foundations

Endowments and foundations are an important focus of our firm. Nonprofit organizations make up more than 80% of Concord’s client base. This vast experience has resulted in a firm that excels within the dynamics of the nonprofit board environment. Approximately 20% of Concord’s clients are stand alone endowments and foundations, but our experience is actually larger as related foundations permeate throughout our health care and religious clients.

Concord has more than 20 years of experience in managing the ever-important balance between spending policy and corpus growth. The long term horizon of endowments and foundations allow for greater flexibility in terms of portfolio construction. Concord’s seasoned consulting and research teams have successfully assisted our clients in producing risk-aware portfolios that maintain liquidity while gaining exposure to alternative investment approaches.