Endowment Management Services

Investing for a not-for-profit organization should be the easiest job of TCI's five client categories. The client is exempt from taxes, has a long investment time horizon and, in most cases, distributions are predictable.

The major issue for these not-for-profit investors is communication. The organization's investment portfolio is almost always assigned to a committee primarily composed of volunteers. As with any group of volunteers, the committee members change, they have different levels of experience, and they have different ideas about how things should be handled.

Marklund

TCI’s watchful guidance and investment advice allow Marklund, a not-for-profit organization, to expand community outreach at a time when other organizations are cutting important social services. In addition, by correctly balancing investment risks/rewards for a charitable organization, TCI helps Marklund grow an endowment which will secure its work for future generations.
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