WHAT WE DO
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.