Governance

Edge Advisors can provide foundations with comprehensive portfolio management. As a Registered Investment Advisor, we provide foundations with investment advice that is objective and transparent.

We adhere to the strictest tenants of diligence and prudency which are vital in fostering effective and successful mission goals.

Edge Advisors will review the foundation's Investment Policy Statement to gain an understanding of the operating objectives of the foundation. Once this process is complete, our team will construct a portfolio that is designed to meet your grant making goals with appropriate levels of risk and transparency. 

Edge Capital's Partners have extensive private and public foundation experience to support your investment management needs including:

•  Investment policy statement and investment committee review
•  Risk Management
•  Asset allocation
•  Manager due diligence and selection
•  Portfolio monitoring and rebalancing