Foundations and Endowments
Allowing You to Stay Focused on Your Mission
Trustees are increasingly challenged by the complexity of asset management, fiduciary responsibilities, and their organization’s operational needs. Abbot Downing offers an Outsourced Chief Investment Officer (OCIO) solution that helps to free board members and staff to focus on their mission by combining an institutional investment platform with specialized services.
We provide access to a full suite of services designed to support your organization’s short- and long-term objectives.
The Abbot Downing Difference
Our experienced team has a passion for philanthropy and offers integrated consulting services designed to help meet unique philanthropic and administrative needs.
We deliver customized solutions supported by our comprehensive risk management and policy compliance approach.
We offer full portfolio transparency and a process free from conflicts of interest.
As a fiduciary, we help provide a strong institutional platform offering globally diverse investments, administrative oversight, and custom communications for clients.
Access to a full suite of services:
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.
Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only. Asset allocation cannot eliminate the risk of fluctuating prices and returns nor can diversification guarantee a profit in declining markets.