Endowments & Foundations
A sound investment program is one of the most powerful tools your organization has for furthering its mission. The world-changing work you do deserves a financial plan that's just as ambitious — a fiduciary process you can trust, and an investment strategy built to go the distance.
We work alongside executive directors, boards of trustees, and financial officers to align your organization's assets and income with its mission, help you meet your fiduciary obligations with confidence, and provide a clear, steady plan forward.
Why Partner With Anthea
Smarter cash management.
What happens to your funds once you've raised them? If they're sitting in a low-yield savings account, inflation is quietly working against you. We help you build a cash management strategy that keeps your funds low-risk, highly liquid, and working harder for your mission.
Personalized investment management.
Managing an investment portfolio shouldn't rest entirely on your board's shoulders. As an independent Registered Investment Advisor, we build, manage, and monitor a diversified portfolio designed to support your organization's growth while managing risk.
A strong Investment Policy Statement.
Drafting a nuanced, defensible investment policy on your own is no small task. We'll make sure you have a current, strong Investment Policy Statement (IPS) in place — or help you build one from scratch.
Less risk for your board.
Without professional guidance, your board carries the full weight — and liability — of your organization's financial management. Partnering with a fiduciary advisor helps protect your board members from unnecessary risk and potential conflicts of interest.
A long-term partner in growth.
The best advisors do more than manage investments. We work alongside you to support your broader financial goals and strengthen your organization's financial practices for the long run.
Our Approach
Three Pillars
Governance & Compliance
A current, strong Investment Policy Statement — drafted or refined together
Comprehensive budgeting aligned with your mission, income sources, and long-term goals
Guidance on separating operating funds from long-term reserves, so day-to-day needs are protected while surplus capital grows
Board and stakeholder education on fiduciary duty and market trends
Support staying compliant with legal and tax obligations, protecting your organization's reputation and the trust of your donors and grant providers
Risk assessments and risk management strategies, including guidance on insurance coverage, internal controls, and governance practices
Investments & Asset Management
Portfolio construction, asset allocation, spending policy analysis, risk management, and ongoing monitoring
Fiduciary investment strategies aligned to your mission, goals, liquidity needs, and risk tolerance
A choice of strategies tailored to your preferences — passive index-based funds, ESG/SRI strategies, personalized indexing, or separately managed accounts
Institutional-grade portfolio management, scaled to fit organizations of any size
Growth & Sustainability
Education for donors and board members on giving trends and best practices
Support for board and leadership succession planning, including identifying potential successors and building a structured transition process
Guidance on donor segmentation, planned giving strategies, and donor retention
Support for your broader donor development efforts
High-impact advisory services for major donors — financial planning, tax strategy, and estate planning
Mission amplification strategies to help you reach new donors and expand your impact
Custom Portfolios for
Mission-Driven Organizations
Traditional pooled funds ask your organization to accept someone else's version of "close enough." Personalized indexing flips that: because you own the underlying securities directly, your portfolio can reflect your organization's specific values, restrictions, and gifted assets — all while still tracking a familiar benchmark for board and auditor reporting.
Invest in line with your mission.
Build exclusionary and values-based screens directly into your portfolio — beyond what an off-the-shelf fund can offer.
Put a gift of stock to work, thoughtfully.
Diversify a large donated position gradually and strategically, without disrupting your board's risk policy.
Keep your board's oversight simple.
Track a familiar benchmark while customizing the details, with full transparency for your investment committee and auditors.
This approach tends to be a strong fit for organizations that have specific values or exclusion criteria, have received a large gift of concentrated stock, manage more than one pool of assets with different needs, or simply want more visibility into the decisions behind their portfolio.
Let's Talk
If your organization is ready for a financial partner who understands both fiduciary rigor and mission-driven work, we'd love to start the conversation.
This material is for informational purposes only and is not a recommendation to buy or sell any security. All investing involves risk, including possible loss of principal. Investment advisory services offered through PFG Advisors, LLC, an SEC-registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Anthea Wealth Management, PFG Advisors, LLC, and United Planners Financial Services are separately owned and unaffiliated entities.