Our Mission: to help Endowments, Foundations, 
& Long-Term Investors achieve their goals by
Offering Low-Cost Outperformance
in a better investment structure
Strategy

 

The Endow​Bridge Balanced​​ Strategies 

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

  • Balanced growth & income

  • ​Uses low-cost index funds

  • Beta-driven, global multi-asset mix

  • Inspired by the Endowment Model

  • Does NOT use alternative assets

  • NOT an absolute return strategy

  • Separately managed accounts at Charles Schwab & Interactive Brokers

Benefits

The Endow​Bridge Balanced​ Strategies

avoid many of the drawbacks

of the Endowment Model

  • Enjoy low fees, daily liquidity, and
    full transparency

  • Streamline asset allocation

  • Easily scalable

  • NO lock-up provisions

  • NO redemption gates

  • Separately managed accounts for client safety

Uses

 

Partial or complete investment solution 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 existing alternative assets to decrease the due diligence​ burden and ease manager transitions

  • Diversify existing OCIO fund manager

  • Available to investment advisors (RIAs) for their long-term investors

About Us

Formerly a Director of Investments at Columbia University's endowment,
Michael Karris founded EndowBridge®​ Capital in 2013 with a
mission to help small to mid-sized endowments & foundations 

by replicating some of the success of larger endowments in a better investment structure.


EndowBridge​ Capital also serves family offices, RIAs, and other long-term accredited investors.

EndowBridge Capital manages clients' assets in separate accounts on platforms at

both Charles Schwab & Co., Inc. and Interactive Brokers LLC.

Contact Us

707 Alexander Road, Suite 208, 

Princeton, NJ 08540

info (at) endowbridge.com

Tel: 609-878-8161

 

© 2020 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.