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Foundations and Endowments

Taylor Wealth Management Group can provide guidance to trustees with regards to developing a Investment Policy Statement, Risk Management, Cash Flow/Spending Policy and Asset Allocation. We believe that education of the donors and trustees is essential to the success of any foundation or endowment.

Cash Flow/Spending Policy

The design and adhering of the Spending Policy is crucial to the success and future of any foundation or endowment.

Education/Plan Design

Taylor Wealth Management Group focuses on several key areas for trustees

  • IPS (Investment Policy Statement)
  • Cash Flow/Spending Policy
  • Asset Allocation
  • Risk Management
  • Ongoing Performance Reports

Investment Management

Taylor Wealth Management Group is an independent investment consulting firm. We have multiple relationships with money management firms who manage the assets of some of the largest foundations and endowments in the U.S. By working with Taylor Wealth Management Group, we can get access to these firms typically with as little as 1MM in assets.

 

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