Foundation, Endowment & Nonprofit Management

At Savvy, we believe that the true essence of wealth is the impact it can create. Our specialized services in foundation, endowment, and nonprofit management are designed to translate your philanthropic visions into tangible actions. We want to build a future where your wealth resonates with your values and catalyzes change.


Asset Allocation & Fund Selection

We carefully orchestrate asset allocation and fund selection to resonate with the unique needs and aspirations of foundations and endowments. Our meticulous approach helps to ensure a harmonious blend of financial growth and ethical investment.


Direct Indexing

Direct indexing at Savvy is more than just a financial strategy; it's a commitment to aligning your investments with the causes you hold dear. Our approach enables a values-based investing model that resonates with the essence of philanthropy.


We embrace an ESG (Environmental, Social, Governance) tilt, providing the opportunity for your foundation to mirror the ethos of an environmental non-profit, or any cause you champion. Our product is values-agnostic but can be tailored finely to reflect the personal values and preferences of the investor, all while tracking a broad index to ensure financial robustness.

Investment Policy Creation and Monitoring

We craft prudent cash management policies and investment policy statements for nonprofits, instilling a framework that fosters financial transparency and accountability.

Investing for Foundations

Our administrative acumen ensures seamless financial operations for foundations. From policy creation and monitoring to shouldering the investment technicalities, we enable you to focus on your philanthropic endeavors.

Investment Policy Statement Construction

An investment policy statement (IPS) is more than a document; it's the cornerstone of responsible financial stewardship. At Savvy, we craft an IPS that is reflective of your foundation's mission, financial objectives, and risk tolerance. Our comprehensive approach ensures a roadmap that navigates the financial complexities inherent in philanthropy.
image of a square worksheet

Asset Allocation

Asset allocation is an art and science. Our strategies are tailored to meet the unique financial and ethical objectives of your foundation or endowment, striving to create a portfolio that is as impactful as it is profitable.

Manager Selection

Our manager selection process is rigorous, ensuring alignment with your foundation's values and financial goals. We curate a team of seasoned managers who bring to the table a blend of expertise, ethical alignment, and a proven track record

Ongoing Performance Reporting

Transparency is the hallmark of our service. Our ongoing performance reporting ensures you are always informed and empowered to make insightful decisions. With Savvy, you gain a partner who is as invested in your mission as you are.

Get started with Savvy today

Embarking on a journey with Savvy means engaging a partner who understands the heartbeats of philanthropy and the intricacies of financial management. Our tailored solutions for foundations, endowments, and nonprofits are designed to provide a solid financial foundation from which your philanthropic efforts can soar. Reach out to us today, and let's build a legacy of impact, together.

Schedule a call