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Foundation and Endowment Services

Your Institutional Fiduciary Partner

Trustees are increasingly challenged by the complexity of asset management, fiduciary responsibilities, and their organization’s operational needs. Our approach frees board members and staff to focus on their mission by combining an institutional investment platform with specialized services designed to help meet philanthropic and administrative needs.

Partnering with an Outsourced Chief Investment Officer (OCIO) strengthens board governance. We serve as an extension of the organization, much like an internal investment department.

The Abbot Downing Difference


The art of managing portfolios comes from experience. Our dedicated OCIO team includes knowledgeable asset management professionals who partner with local relationship managers to become the organization’s OCIO.

Discipline is the key to the science of growing portfolios. We operate as a fiduciary partner and act as an extension of the board, trustees, committees, and staff to effectively manage assets and navigate risk.


We deliver customized solutions supported by our comprehensive risk management and policy compliance approach.


We offer full portfolio transparency and a process that is free from conflicts of interest.


As a fiduciary, we offer globally diverse investments, administrative oversight, and custom communications for clients with $50 million to $1 billion in assets.

Access to a full suite of services:


Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Some alternative investments and complementary strategies may be available to pre-qualified investors only.

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