WEBVTT

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When an endowment or foundation engages us on their behalf, they often have very different

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needs and different portfolios coming in. What stands out across all of them is their desire to

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have someone who sits on their side of the table to work with them holistically. It is about the

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numbers on the page, it is about the results that we deliver, but it's also about understanding the

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mission of their organization and crafting a portfolio to help them meet their goals. A lot

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of smaller endowments, foundations, and other plans have struggled with doing what they do as

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a charitable organization and then wrestling with how to invest the capital that people have donated

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and entrusted them with on a sophisticated basis. At Silvercrest, we have professionals

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who can sit side by side and understand exactly what they're faced with and provide value-added

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advice beyond pure asset management or asset allocation. They understand the challenges

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that organizations face with how to best manage cash flow from an endowment for the long term,

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so we bring that expertise to the table. When we go into a quarterly meeting with our clients

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the clients know the people sitting in front of them have made all the important decisions that

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are impacting their portfolio. We get excited about our clients' mission and objectives,

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and so we love to go and visit them to walk on their campuses, to tour their buildings,

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and find out what's exciting them. It's really the marriage of the art and science of investing. So,

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we do very much focus on people getting out into the field, but we also embrace the science. One

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of our taglines is "addition by subtraction" so we find a way to go into a portfolio and

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remove not only problems, but remove complexity. Whether it's investing, or the work with clients,

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or reporting, or interaction with clients, we're going to be alongside the client for the

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ride helping guide them, and helping them meet their objectives over the long haul.