We deliver customized management solutions for endowments, foundations and other institutions – all in a collaborative, client-focused framework.
• Goal setting
• Asset allocation
• Manager due diligence and selection
• Portfolio rebalancing
• Performance evaluation
• Attention to socially responsible investment preferences
Working with top institutional money managers in the industry we help construct investment portfolios to closely align with our clients’ principles, charter and mission. Our disciplined approach seeks to maintain ample liquidity while achieving the balance of risk and reward needed to protect capital and help achieve specific investment objectives.
Most importantly, Mylestone Plans provides a level of personal attention and partnership that makes us unique – and helps our clients execute their responsibilities with confidence.