We support Foundation staff and Board members in assessing their needs, goals and tolerance for risk. We then match these needs to realistic estimates of future income and spending requirements.
With a growing gap between steadily escalating operating costs and limits on tuition and public support, college and university administrations frequently look to investment returns to bridge the difference. Adding to the challenges of Foundation staff and Board members is the increasingly complex world of investment markets and strategies. Hirtle Callaghan provides the necessary expertise to navigate today's global markets within a carefully constructed decision-making framework.
Hirtle Callaghan takes a proactive approach to serving our clients.
- We take a personal interest in the success of each relationship and measure our accomplishments by the accomplishments of our clients.
- We integrate our investment strategy with the institution's governance structure and objectives.
- We begin with a top-down view of the overall plan and integrate investments within that framework.
- We coordinate with the governance board and internal financial staff to help shape customized plans for capital spending, operating budgets, funding requirements and plan expenses.
- We make certain that the investment plan be executed within the overall strategic vision.