A Global Investment Platform

Our global perspective of asset allocation has resulted in Family Endowment Partners partnering with best-in-class institutional managers across the world in a broad spectrum of asset classes. These diverse investments seek to reduce risk and to help achieve each client’s investment objectives. A long-term investment horizon is typically recommended balanced with liquidity needs. Our iterative investment process is to:

• Create a global allocation based upon investment opportunities and risks from around the world.
• Modify this allocation to create an individualized asset allocation that reflects a client’s personal situation and unique mix of risk, return and liquidity objectives.
• Analyze individual investment manager performance, risk, and portfolio construction to determine how each one meets the dynamics of the planned allocation and to ensure adequate diversification.
• Place assets in traditional or alternative investments to best fulfill the goals of the model allocation incorporating each client’s financial objectives.