A history of working with foundations and endowments.
Today we serve foundations and endowments with assets ranging from less than $1 million to more than $1 billion.
Although each relationship is unique, our services for these types of clients fall into three categories: Investment Advisory; Rockit® wealth information management; Rockefeller Asset Management.
Case Study: A Non-Profit Seeks Accurate Reporting and Better Investment Advice
The Challenge
A large non-profit in the northeast US with more than $200 million in several accounts knew that it needed to find a better advisor. Poor reporting and inferior investment advice topped the list of its concerns. The organization approached Rockefeller Financial and asked if we could help.
We assembled a team of senior leaders in the firm to do a "deep dive." After several weeks of discovery, we presented our recommendations. The organization said they chose us as their advisor thanks to the depth and quality of our investment advisory team, the superiority of Rockit®, and the level of personalized service and in-depth senior-level attention.
Our Solution
Investment Advisory
Rockefeller Asset Management
Rockit®