Charitable Trusts & Endowments

We manage funds for trusts and endowments and establish policies while working with the trustee’s fiduciary requirements. We work closely with legal and tax professionals to coordinate trust and endowment details.

FMA’s approach to managing charitable trusts and endowments is centered on delivering maximum return to our client. In what may very well be low-return environments, costs as a percentage of investment return will have an even greater impact on charitable organization budgets.  With this in mind, FMA takes care to build customized portfolios, utilizing low-cost passive strategies combined with active management, with the objective of maximizing the return to our client.