A Trusted Partner for Endowments & Foundations

Understanding a client’s true risk tolerance is essential, as the primary risk is always a portfolio decline that leads to panicked selling and which can prevent the institution from achieving its long-term mission.

Silvercrest's experienced team of portfolio managers, manager research analysts and risk advisors have decades of experience advising a number of America’s largest endowed charities and the world’s most sophisticated global investors. Our team’s process focuses on understanding each client’s mission and long-term financial objective along with its portfolio preferences regarding risk, return, complexity, liquidity, mission-alignment and cost. The next step is to create a fully customized asset allocation and manager line-up that can achieve those goals and objectives in the most streamlined and cost-effective manner possible.