Managing your institution’s assets responsibly will help you deliver your mission more effectively for the people and groups it serves.

Strong institutions aren’t built overnight. As your foundation or endowment grows, you need to make strategic investments that sustain your mission and can support your organization’s long-term goals. Just as important as good money management and strong governance is a solid team of financial experts.

Institutional Asset Management

With institutional clients ranging from academic institutions to religious foundations to community grant makers, Warren Averett has built a track record helping charitable organizations minimize expenses and risks and maximize their philanthropic potential. As your trusted financial partner, our institutional consulting team takes the time to learn your goals and understand your organizational requirements, while methodically reviewing your investment and spending policies. The result? We will provide you with custom investment solutions to sustain your mission and meet your financial goals in the most tax-advantageous way possible.