Small to mid-sized nonprofit investors often chase high-fee, complex strategies which can undermine investment goals and jeopardize their missions. 

Michael Karris, a former Director of Investments at Columbia University's endowment, founded EndowBridge®​ Capital in 2013, and is proving 
outperformance does NOT have to be complicated.

Our Mission: to help Endowments, Foundations and
Long-Term Investors by striving for
Low-Cost Outperformance
via a simple, yet refined investment approach.
Strategies

 

Endow​Bridge Balanced​​ Strategies 

aim to deliver superior risk-adjusted returns in a better investment structure

  • Balanced growth & income strategies

  • ​Uses low-cost index fund ETFs

  • Beta-driven, global multi-asset mixes

  • Inspired by the Endowment Model

  • Does NOT use alternative assets

  • NOT an absolute return strategy

  • Separately managed accounts in each client's name at Charles Schwab, Interactive Brokers, or a custodian of your choice (for larger clients)

Benefits

Endow​Bridge Balanced​ Strategies

avoid many of the drawbacks

of the Endowment Model

  • Enjoy low fees, daily liquidity, and
    full transparency

  • Streamlined asset allocation

  • Easily scalable

  • NO lock-up provisions

  • NO redemption gates

  • Separately managed accounts for client safety

  • Low key-person risk

Uses

 

Partial or complete investment solutions for small to mid-sized nonprofits
and other long-term investors

  • Use as a complete outsourced chief investment officer (OCIO) solution

  • Core+Satellite solution: Use as a liquid beta core with top alternative assets to decrease the due diligence​ burden and ease manager transitions

  • Diversify existing OCIO fund manager

  • EndowBridge serves as a sub-advisor to other investment advisors (RIAs) and family offices

Contact Us

707 Alexander Road, Suite 208, 

Princeton, NJ 08540

info (at) endowbridge.com

Tel: 609-878-8161

 

© 2021 by EndowBridge®​​​ Capital​, LLC. 

EndowBridge is a registered trademark of EndowBridge Capital, LLC.  All Rights Reserved.

This website and its content are NOT an offer to buy or sell any security or strategy.

Please read our disclaimer here.