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.