Gusto recognizes unique responsibilites that foundations, endowments, and chartiable organizations carry in creating a long-term impact while preserving capital. We assist these institutions to manage capital by balancing spending needs, risk tolerance, liquidity, and long term growth. We provide a clear financial roadmap to balance these preferences and devise investment strategies to meet long term goals.
Planning to fund income and spending needs
Planning for liquidity events and long term growth
Governance and oversight support
Ongoing reviews and reporting
Investment portfolio management
Portfolio risk management
Aligning investment planning with the institutions' charter