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Endowments & Foundations

Conflict-free investment advisory and fiduciary services delivered by experienced advisors for your organization.

How we can help.

Investment, fiduciary, and risk
management services for foundations and

The need for philanthropic resources is highest during periods of market stress, so nonprofits need a partner with deep expertise, access to market intelligence, and aligned interests to help them overcome their investment, spending, governance, and fundraising challenges.

CAPTRUST’s significant client base and understanding of trustee-directed asset pools, local client service, and centralized resources mean that CAPTRUST is uniquely positioned to help nonprofits accomplish their goals.

Asset Allocation


Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.
Committe Developmet

Committee Development & Education

Assistance with the implementation of best practices for endowment investment committee composition and ongoing governance.

Discretionary Investment Management

Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.


Portfolio reporting and capital markets perspective intended to help drive donor confidence and engagement.


Alignment of portfolio investments with an investor’s ethical considerations or values.


Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.
Data Aggregation Portal

Investment & Spending Policy Development

Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.
Manager Search

Manager Search & Selection

Identification of investment managers fitting a particular profile for inclusion in an endowment’s investment strategy.
Client Service

Nondiscretionary Investment Advice

Portfolio recommendations and changes implemented in collaboration with an investment committee.
Retirement Plan Sponsor

Performance Reporting & Monitoring

Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.

Trustee/Custodian Search

Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.