Services for Endowments, Foundations & Non-Profits
Preserve Your Mission. Manage Your Assets. Empower Your Trustees.
Connecticut Wealth Management (CTWM) provides endowments, foundations, and non-profits with a structured investment and governance framework designed to support long-term decision-making.
Serving as your personal Chief Investment Officer (CIO), we help bring clarity to complex financial responsibilities, supporting portfolio construction, oversight, and committee alignment so your organization can focus on advancing its mission.
Our Approach
We begin with a clear foundation and build a disciplined investment framework designed to support your organization over time:
- Investment Policy Statement (IPS) Development: Every engagement starts with defining your objectives, risk tolerance, spending needs, and governance structure. This creates a framework to guide consistent, long-term decision-making.
- Strategic Asset Allocation & Portfolio Construction: We design diversified portfolios aligned with your objectives and long-term goals, balancing growth, income, and liquidity needs.
- Manager Selection & Ongoing Oversight: We conduct thorough due diligence, select high-quality managers, and provide ongoing monitoring to keep your portfolio aligned and effective.
We bring structure to complex decisions, serving as a steady partner as your organization evolves.
How We Support Your Organization
As your “personal CIO,” we help your committee stay informed, aligned, and confident:
- Clear, ongoing reporting to maintain visibility into portfolio performance and positioning
- Educational guidance to support informed decision-making and fiduciary oversight
- Structured investment committee meetings focused on alignment and forward-looking strategy
- Consistent guidance as board and committee members evolve over time
- Direction on spending policy and aligning investments with your mission
Why Partner with CTWM
Many endowments, foundations, and non-profits choose to work with CTWM for our structured, relationship-driven experience:
- Extension of Your Committee: We work alongside your team, not in place of it, bringing organization and discipline to the decision-making process
- Personal CIO-Level Support: Dedicated guidance that helps simplify complexity and elevate your investment approach
- Tailored Strategies: Portfolios and frameworks designed specifically for your organization
- Continuity That Matters: A consistent partner helping preserve institutional knowledge as leadership evolves