Foundation & Institutional Advising

Chicago Partners serves more than 10 endowment, foundation and non-for-profit clients with over $125MM in assets under management (AUM). 

We've developed and refined our approach to create a core competency building tailored solutions to meet the specific needs of our institutional and not-for-profit clients.

We build custom investment programs using traditional and alternative investments solutions while balancing the institution’s spending policy cash flow needs and operating budget.

We have investment expertise in serving:

  • Endowments
  • Foundations
  • Operating/reserves

Custom Portfolios for Foundations & Institutions

We work with your team to create a solution for your foundation or institution that matches the goals and objectives of your organization. Your financial plan and portfolio are custom-built to ensure your investment solution is as unique as your business.