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

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