Investment Management
for Institutions and Endowments
Supporting the mission
We believe that institutions with a well written and well executed investment policy enable their trustees and other decision makers to stay focused on and develop plans for achieving the mission of the institution they serve. We take a fiduciary role in supporting trustees and Investment committees in planning for institutions and we develop investment policies and manage endowments to that end. We provide transparency and a track record that can easily be reviewed by donors in capital campaigns, thereby increasing the probability of successful capital campaigns.
What kind of clients do we serve?
Porter, White & Company serves as investment adviser for all types of institutions and endowments varying from those with assets of about $1 million to those with assets in excess of $50 million. The clients we are looking for:
- Are serious about the process of developing an investment plan and long-term success for the institution
- Want insights from an adviser familiar with both assets and liabilities for tax-exempt institutions
- Want reporting on investment assets and performance in a concise and efficient manner
What's next?
The first step in exploring whether we can add value to your institution is to schedule a meeting where we learn about the institution you serve. During this meeting, we will learn about the process you currently use for managing investments, investment assets, expected withdrawals and other goals and objectives, and you will learn about our process for managing investments.
Contact Goodloe White to schedule a meeting.
