Strategic Planning & Investment Management for Endowments and Foundations

Serving as a fiduciary for an endowment or foundation requires knowledge of investment issues and an understanding of how investment-related decisions may impact the organization. Poor execution of one’s fiduciary responsibilities may result in personal liability for fiduciary negligence.

As a fiduciary entrusted with the stewardship of assets in an endowment or foundation Davidson Capital Management truly understands the gravity of your responsibilities.  We have over 30 years of strategic planning and investment management experience in endowments and foundations.  

Services we provide:

  • Create customized investment policy statement
  • Produce customized quarterly reports
  • Provide the investment board with in person portfolio reviews
  • Adhere to socially conscious directives
  • Assist with strategic planning of charitable donations
  • Alleviate fiduciary liability

Let's Talk

Contact Davidson Capital Management to set up a preliminary consultation or to set up a meeting with your board and our advisors.

Schedule a meeting at one of our two locations today!