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Endowment Foundations

& Private Foundations

We recognize that the singular purpose of your endowment is to perpetuate your mission. 


Sponsors of endowment portfolios often need different levels of support from their investment consultant. For this reason, MCF carefully matches our investment team’s skills and expertise to your institution’s specific needs and expectations. 

Your investment objectives, risk sensitivities, spending requirements, and liquidity needs are unique to your organization. The level of customization and services we offer are as varied as the institutions we assist, however for the majority of institutions, we provide comprehensive and proactive investment guidance. 

The flexibility of our service model allows your organization to maintain discretion of your assets at whatever level you would prefer. Some clients elect to delegate investment decisions to us on a discretionary basis because of our investment experience and focus. Others prefer less involvement from us and prefer to simply use our investment professionals as a sounding board for their organization’s decision-making process. 

Whatever your needs, we will tailor our working relationship to fully meet them. Our portfolio liability and risk analysis and investment monitoring capabilities are designed to support your organization and assist you in achieving the investment results you seek.

Portfolio Risk Analysis

Identifying the drivers of risk within your asset pool in order to mitigate financial/investment risk to your organization. 

Fund Selection & Monitoring

Culling the universe of funds most advantageous to your portfolio or plan and benchmarking or reporting their progress through the lens of the Five P’s of Fund Selection.