Trusts & Foundations · Endowments
Investment Discipline for Capital That Has to Last
An endowment has to grow, fund the mission, and preserve purchasing power at the same time. That takes a clear investment policy, a sustainable spending rate, and consistent oversight.
Our view
Pacific Advisory Group helps boards and committees build and document that framework.
How PAG Helps
| Area | How PAG Helps |
|---|---|
| Investment policy | Written objectives, risk tolerance, and liquidity framework. |
| Spending policy | Sustainable draw rates modeled against inflation and long-term growth. |
| Manager oversight | Due diligence, fee benchmarking, and performance review. |
| Board reporting | Plain-language reporting for committees and trustees. |
| Compliance coordination | Coordination with counsel and auditors on prudent-investor standards. |
| Investment Portfolio Types | A range of portfolio types matched to your goals, risk tolerance, time horizon, and expectations, from growth-oriented to principal-focused. Management is available through our affiliate The Pacific Group. |
Let’s Talk About What’s Next
Start with a confidential conversation. We’ll review where you are, show you your options, and you decide what comes next.
Schedule a Confidential Consultation
Pacific Advisory Group, LLC (310) 807-0140