Your organization and our investment expertise working together to make a difference.
Institutional Wealth Drives Organizations Forward
Endowments and foundations have unique needs and each organization faces specific financial management and administrative challenges. You need an experienced financial services partner who understands what it takes to thrive amidst these challenges.
Working closely with institutions to manage and steward their assets, AMG provides comprehensive investment consulting and discretionary investment management solutions, including:
Investment Policy Development
Asset Allocation and Portfolio Construction
Investment Manager Selection
Discretionary Investment Management
Asset Custody and Performance Reporting
Client and Committee Education
Often, this combination of services is referred to as Outsourced Chief Investment Officer or OCIO Services in the market today, but it’s what AMG has been doing successfully for our institutional clients for over 35 years.
“In the past year, AMG has been a critical factor in our foundation’s evolution. Our board had the vision for where we needed to be, but AMG was the partner we needed to bring it to life.”
— Hallee, Endowment & Foundation client
Request More Information
Our Services for Endowments & Foundations
AMG’s Approach to Research & Investment Management
Our comprehensive, data-driven approach to research and investment management puts clients at ease knowing AMG is focused on their goals.