Institutions & Endowments

As an objective Registered Investment Advisor, one of MFP Strategies primary goals is to help investment committees make better decisions. With our oversight and experience, we strive to help institutions better manage your endowment assets.

Let us help you:

  • Refine the investment policy statement;
  • Select qualified managers from data based on objective criteria;
  • Monitor investment performance and risk;
  • Oversee investments vs investment policy statement requirements;
  • Proactively manage portfolio structure; and
  • Vendor selection and monitoring.

Since 2000, we have worked with not-for-profit organizations in managing investment assets. We have served healthcare institutions, private schools, universities and higher education, foundations, associations, and others.