Foundations

Managing a foundation is fundamentally different than managing a business.

We recognize and understand those differences, and can help you develop a portfolio strategy that effectively serves your foundation’s mandate.

We will work with you to develop an investment strategy that

Minimizes the level of volatility in your portfolio;
Generates a return that exceeds the rate of inflation;
Builds in a growth component that protects your foundation against unanticipated events; and
Enables you to continue your disbursement regardless of changes in the economic environment.

We also can assist you in developing best practices, including investment and spending policies.

Philanthropic Investments (PDF)
Life Planning
Investment Strategies

Contango Delivers

We can provide you the analytics, information and research you need as well as the necessary portfolio adjustments, monitoring and status reports. In addition, we will work with your foundation’s management to develop best practices including investment and spending policies.