Serving the Community by Doing the Right Things for the Right Reasons
Sustaining the Legacy of Endowments & Foundations
Endowments, foundations, nonprofits, and charitable organizations serve a key role in our communities, and we have been committed partners to our clients in these spaces for over 20 years. Understanding the goals and challenges of the nonprofit sector, our work is to help you plan and meet your evolving needs.
Our team is dedicated to helping endowments, foundations, nonprofits, and charitable organizations achieve their missions and investment goals. We work hard to understand each organization’s objectives, values, and vision in order to provide the highest level of service. We’re proud to partner with organizations that are making a difference for those they serve.
Many of our associates are actively engaged with and serve on the boards of various nonprofit entities. As such, we recognize the landscape, goals, and challenges you may experience. Along with our parent company, we are also committed to investing in and giving back directly to our region. In the last five years, Fort Washington’s parent company, Western & Southern Financial Group, has proudly supported more than 275 charitable organizations with $50 million in sponsorships and donations.
Personalized Service & Approach
Your organization is unique in its goals, and we partner with our nonprofit clients to understand their primary and long-term goals, risk tolerance, investment policy statement guidelines, and liquidity needs.
A specialized team of investment professionals provides a range of investment solutions designed for endowments and foundations. We institute a consistent process for the development of policies and guidelines for endowment and foundation portfolios. The first step in our policy and guideline development is a discussion with the endowment board and establishing a solid understanding of the objectives, constraints, and circumstances of the organization. From there, we provide a transparent plan for how we’ll manage the portfolio to help the endowment meet its operational needs while positioning the portfolio for potential long-term growth.
Connect With Us
We invite you to learn more about how we can help your organization achieve its goals with our diverse lineup of investment solutions and financial advisory services.