Foundations & Endowments
Annex has been servicing Non-Profit / Endowment / Foundation clients since the firm was founded.
We currently manage over 50 Foundation/Endowment accounts.
WHAT YOU GET
Annex tailors its advisory services to the individual needs of its clients by following a consistent process of goal setting, discovery, risk assessment, liquidity planning, portfolio development, management, and monitoring.
We have the team and technology in place to deliver timely and thoughtful client communication and reporting at the level of detail and frequency requested by each client.
Our clients enjoy dedicated points of contact, team expertise, and a trading, reporting, and analytics tech stack that can quickly and consistently provide the information and responses needed to meet or exceed client expectations.
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