Endowments & Foundations



Over-seeing the management of an endowment fund requires dedicated expertise and a prudent process that are difficult for many smaller entities to achieve. SSWM offers Outsourced Chief Investment Officer (OCIO) services to provide a complete suite of fiduciary services built on an institutional-quality decision-making framework that relies on sound, time-tested investment principles, and copious empirical data and reporting.

From the formulation and adoption of an Investment Policy Statement (including policy asset allocation), to manager selection and monitoring, periodic rebalancing, and performance analytics and reporting, we serve as a Prudent Expert so your organization can focus on its core mission.

SSWM also serves as an asset manager for those funds seeking a specific and dedicated allocation to either equity or fixed income strategies.

We would be pleased to help you explore further our consulting and investment management solutions. For more information contact, please contact us at (336) 765-2020.