Guide for

Donors contribute to charities, not-for-profits, and foundations to support a cause, an institution or mission.  Responsible parties steward these gifts, some of which may be diverted to an ‘endowment fund.’ 


Donors contribute to charitable organizations, not-for-profits, and foundations with the intention of supporting a cause, institution, or mission. Responsible stewards oversee these contributions, allocating some to an 'endowment fund.' Boards play a pivotal role in determining whether these funds are to be preserved in perpetuity or expended over a predetermined timeframe. In either scenario, a portion of the funds is typically strategically invested to generate returns.

The guiding philosophy behind investment decisions takes precedence over specific portfolio designs or individual advisors. Given the diverse array of investment philosophies, it is imperative to comprehend the nuances and distinctions among them.

To invest like a scientist (aka academic investing) stands in stark contrast to more traditional ways of investing, sometimes referred to as ‘active management.’  

We teach boards and committees to appreciate the vast difference in philosophies of investing and the implications for charity.

Finally, we advise boards on how to implement a scientific methodology of investing and then coach them to long term discipline.

Academic Investing

Approach FAQ's

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