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 more than 35 years. Understanding the goals and challenges of the nonprofit sector, our work is to help you plan and meet your evolving needs.
Fort Washington provides comprehensive services, including guidance on investment policy development, active asset allocation, manager due diligence, portfolio management, performance measurement/monitoring, and regular portfolio reviews.
We have been providing investment solutions within a broad range of client objectives and restrictions since 1990, which showcases our depth of knowledge and breadth of expertise. Importantly, our investment teams have a culture of risk control and risk mitigation, with a clear focus on preservation of capital.
Our clients are at the forefront of all that we do. We believe our culture sets us apart from the competition and gives us an inherent edge in how we serve clients.
The foundation of Fort Washington’s culture is based on a set of principles that are explicitly focused on our clients and designed to help them toward achieving success. Our mission is to enrich our clients with attractive investment returns, proactive and strategic advice, decisive action, and a commitment to integrity and excellence. While we base each investment policy on clients' goals and objectives, there are a number of common themes that contribute to our approach.
Fort Washington is able to fulfill its mission through a collaborative approach to long-term investing. We apply fundamentally diligent processes that are repeatable, and value driven. We deeply believe that the measurement of both risk and return, not forecasting, should drive investment decisions. While the core of our investment processes relies on bottom-up research, the application of various risk management techniques helps us demonstrate to our clients that their goals are achieved in the most prudent manner possible.
