© 2019 by EndowBridge®​​​ Capital​, LLC. 

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

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

 

The Endow​Bridge Legacy™​​ Strategy 

aims to deliver superior risk-adjusted returns versus a balanced benchmark
in a better investment structure:

  • Balanced growth & income

  • ​Uses only 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

Benefits

The Endow​Bridge Legacy®​ ​ Strategy

avoids many of the drawbacks

of the Endowment Model

  • Benefits from low fees, daily liquidity, and full transparency

  • Streamlines asset allocation

  • Easily scalable

  • NO lock-up provisions

  • NO redemption gates

  • Uses 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

  • Use as a liquid portfolio core with existing alternative assets to decrease the due diligence​ burden and ease manager transitions

  • Diversify existing OCIO fund manager

  • Reduce risk of redemption gates, lock-up provisions, or liquidity restrictions

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