Regis works with foundations in developing and managing their asset management strategies, whether on a daily or an ad hoc basis. We offer the flexibility of both hands-on support and consultative insight depending on your needs and situation.
Comprehensive, Consistent Asset Management
Volatility and complexity in the capital markets often make it difficult for the investment committees of many foundations to meet their fiduciary obligations while working on a part-time basis. Day-to-day portfolio oversight is often essential to help ensure that risk management goals are being met and capital is preserved.
Case Study – Private Foundation Seeks Independent Investment Office
A private foundation had used a team of Wall Street private wealth management advisors to oversee its investment portfolio. The foundation switched to Regis to ensure that it was not reliant on a single Wall Street firm for fund selection and trading execution. We developed tailored asset allocation and investment policy guidelines, selected investment managers, and produced quarterly performance reports. Regis is helping the foundation lower its volatility and reduce the fees it pays external funds.