Foundation and Endowment Services  

Our team works hard to assess the unique characteristics of each endowment/foundation with respect to the investment portfolio, cash flows, and spending policy. We strive to add value using state of the art industry resources and strategic thinking for the not-for-profit and academic communities. Once we have gained a deep understanding of our clients’ current situation, we develop a step-by-step process to create a custom tailored investment program.

Types of Clients Served:
Community
Private
Religious
Healthcare
College/Fraternal
Museums and Libraries

Our Expertise:
Endowment
Foundation
Planned gifts
Trusts
Retirement Plans
Funded Depreciation Operating Accounts

Investment Consulting Services:
Asset Allocation Modeling
Spending Policy Assessment and Modeling
Development of Investment Policy, Procedures and Objectives
Investment Manager Selection and Due Diligence
Manager Structure and Role Analysis
Securities Lending and Commission Recapture Programs Analysis
Manager Transition and Re-Balancing Services
Liquidity Analysis and Cash Management
Master Trust and Custodial Bank Selection and Due Diligence
Performance Measurement and Evaluation (Monthly, Quarterly, and Historical Review)
Fund Efficiency Assessment
Fiduciary Education
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Asset Strategies Portfolio Services, Inc. 2635 Lapeer Road, Auburn Hills, Michigan 48326, Phone: (248) 373-9900