Comprehensive Advice & Service for Foundations and Endowments
Robust investment solutions to achieve financial and mission-related objectives, including sustainable and impact investment solutions
Strategic planning (mission, vision, values, strategy) and educational services for board, staff and volunteers
Comprehensive administrative and operational services to supplement and assist foundation staff
Competitive fees and highly transparent pricing
Why Pathstone?
- Partner-owned and operated: More than 185 employees collectively own the majority of the firm, a structure that closely aligns our interests with outcomes for our clients.
- Broad scope, focused service: Pathstone has the scale and contacts to provide access to institutional-quality investment opportunities from around the globe – yet the firm operates as a boutique offering highly attentive support delivered by highly experienced advisors.
- Committed to fiduciary care: We are compensated solely by clients. We do not accept any financial payments or incentives from the outside investment managers we recommend. This allows us to focus solely on what is in the best interests of clients without potential conflicts of interest.
- Deep investment talent and solutions: Pathstone’s in-house research team conducts proprietary analysis on both public and private investment opportunities, and our seasoned investment strategy group provides insight and direction on economic and market trends. We also produce thematic research and offer access to experts on current investment topics.
- Expert philanthropic advice: Our professionals understand the unique investment and financial management needs of foundations and endowments and can assist with the development of strategy, vision, mission, and values.
- Comprehensive and customized investment approach: we engage with clients on investment policy development, asset allocation, and portfolio construction while delivering integrated and comprehensive reporting as well as tailored operational support.
- Unparalleled experience in helping clients with mission-aligned investing, including MRI and PRI strategies, and partly or fully mission-aligned portfolios targeting competitive risk-adjusted portfolio returns to meet a client’s long-term financial and mission-related objectives.
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Let us demonstrate how we can add value
Tell Us About You
In order to demonstrate how Pathstone can add measurable value to your specific circumstances, we have developed a methodology we call our Pathforward Process. To begin, first help us understand you and your needs.
