Endowments and Foundations 
At Strategic Wealth Consulting Group, Inc. (SWC) we understand the challenges that Endowments and Foundations face in this ever changing economic environment. Increasing demands are placed upon them to take a more strategic and disciplined approach to managing assets to meet their philanthropic goals and objectives, but more importantly to ensure the preservation and growth of their assets in order to continue their future endeavors in perpetuity.
We have created a strategic alliance with LS Investment Advisors, LLC, located in Bloomfield Hills, Michigan, to provide portfolio design and asset management for our clients. LS Investment Advisors, LLC is a money management firm with over $1 billion in assets under management and serves high net worth families and institutional clients, including a number of prominent Endowment and Foundations.
Strategic Wealth Consulting Group and LS Investment Advisors independently have over 20 years of industry experience dedicated to providing personalized service to their clients. Together, we provide comprehensive Endowment and Foundation management and planning solutions by identifying inefficiencies in your existing financial strategies and recommending changes designed to correct those shortcomings. We offer a well balanced financial platform that consists of relationship management, portfolio design, risk management, asset preservation and management.
Strategic Wealth Consulting Group creates sophisticated solutions for asset allocation, diversification (including alternatives), and risk management. We believe, as an independent wealth management firm, our objectivity allows us to offer an unbiased and objective approach to servicing and meeting your Endowment or Foundation’s financial needs.
We differentiate ourselves by truly understanding each organization’s current situation, future situation, charitable desires and organizational dynamics. This allows us to serve our clients and provide them with perpetuity planning that addresses the critical 13 non-profit management issues many Endowments and Foundations face today.
Services included are:
- Relationship Management
- Comprehensive Planning
- Investment Policy Statement – evaluation> implementation> monitoring
- Research analysis of investments utilizing a true open architecture of investments
- Asset aggregation that automatically tracks nightly, giving you a current picture of changes with account balances, investments, and asset values.
- Automatic alerts and notifications of changes in account value to stay within investment policy statement guidelines.
- Cash flow analysis and reporting, net worth balance sheet, and expense and goal planning
Contact us now, to learn more about how we assist Endowments and Foundations in creating a comprehensive investment management plan.
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