Endowments & Foundations

EFA offers a full range of investment management and advisory services to endowments and foundations. We gain a clear understanding of the organization’s goals and objectives.

We emphasize independent, unbiased investment recommendations; well-constructed investment policies; portfolio diversification; and frequent interaction between EFA advisors and investment-committee members.

Endowments and foundations bear serious responsibility for prudent investment stewardship. An independent, unbiased investment advisor – one not motivated by commissions or personal gain – is essential to stewardship. EFA is a fee-only, independent firm that does not accept commissions for any recommendations.