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 as an OCIO 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
EndowBridge Balanced Strategies
aim to deliver superior risk-adjusted returns in a better investment structure
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Balanced growth & income strategies
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Uses low-cost index fund ETFs
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Beta-driven, global multi-asset mixes
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Inspired by the Endowment Model
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Does NOT use alternative assets
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NOT an absolute return strategy
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Separately managed accounts in each client's name at Charles Schwab, Interactive Brokers, or a custodian of your choice (for larger clients)
Benefits
EndowBridge Balanced Strategies
avoid many of the drawbacks
of the Endowment Model
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Enjoy low fees, daily liquidity, and
full transparency -
Streamlined asset allocation
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Easily scalable
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NO lock-up provisions
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NO redemption gates
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Separately managed accounts for client safety
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Low key-person risk
Uses
Partial or complete investment solutions for small to mid-sized nonprofits
and other long-term investors
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Use as a complete outsourced chief investment officer (OCIO) solution
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Core+Satellite solution: Use as a liquid beta core with top alternative assets to decrease the due diligence burden and ease manager transitions
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Diversify existing OCIO fund manager
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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