Investment consulting for foundations & endowments
The prudent and responsible management of your organization’s assets is crucial for meeting obligations and guiding your principal into a secure future. Our consultants are invested in supporting you throughout this important process.
As your partner, Conrad Siegel delivers robust investment consulting for foundations and endowments.
About us
Conrad Siegel is an SEC-registered investment advisory firm with a fiduciary duty to do what’s right for the people we work with.
As an independent investment advisor, we work on a fee-for-service basis, so you can enjoy transparency with no hidden investment costs.
Top RIA
Forbes, 2024
$9Billion
assets under management
Top 100
Advisor
CNBC, 2024
*Assets Under Management presented as of June 30, 2024. Award information and criteria can be found at conradsiegel.com/csia-disclosure.
Investment services for foundations & endowments
Here’s what you can expect when you work with our team.
Investment recommendations: We’ll develop and maintain a comprehensive and diversified investment portfolio based on your goals and risk tolerance.
Monitoring and reporting: We’ll send quarterly newsletters and performance investment summaries for each underlying investment and your portfolio as a whole.
Personal meetings: We’ll schedule regular meetings to review goals, risk tolerance, asset allocation, and portfolio performance.
Committed to making a difference
Ready to see how our investment consultants for
foundations and endowments can help?
Get connected with our people.
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