Endowments & Foundations

With over 27 years of investment consulting experience, Robert Harrell Incorporated continues to add value to endowments and foundations by utilizing cutting edge industry resources.  Our team of consultants provide expert advice and service while always adhering to the latest investment and evaluation standards of the academic and not-for-profit community.  RHI’s expertise lies in investment policy design, spending policy analysis, manager evaluation and selection, and performance evaluation.  RHI’s primary focus is assisting its clients in constructing a portfolio that has a high probability of achieving an established rate of return objective for the investment program.

Services Provided to Foundations and Endowments:

  • Funding Study
  • Cash Flow Needs Assessment
  • Investment Policy Review
  • Custodian Evaluation and Selection
  • Determination of Investment Guidelines for Managers
  • Quarterly Meetings with the Trustees (minimum)
  • Quarterly Performance Analysis
  • Portfolio Rebalancing to:
    • Maintain Allocation among Managers
    • Provide for Spending Requirements