Foundation & Endowment Services

Navigating the complexities of foundation and endowment management requires more than expertise—it demands a strategic partner.

Newport Capital Group specializes in providing fiduciary consulting services to organizations across the United States, including both corporate and not-for-profit entities. Clients range from private foundations to family foundations and endowments.  

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Tailored Investment Strategies for Mission-Driven Success

We help our clients manage their foundation and endowment assets utilizing an institutional investment approach while working closely with board members, leadership and investment committees to develop clear strategies that align with each organization’s mission. By understanding each client’s long-term goals and preferences for risk and return, we create tailored asset allocations and manager lineups that streamline the path to success. We aim to be a trusted fiduciary partner, helping organizations meet their financial objectives while advancing their mission.

Foundation & Endowment Services

Outsourced CIO 

We offer tailored OCIO services for foundations and endowments, providing strategic oversight and investment management to align portfolios with each organization’s mission.

Our approach focuses on customized asset allocation, risk management and manager selection to optimize performance. By partnering with boards and leadership teams, we provide the knowledge and resources necessary to streamline investment decisions, allowing organizations to concentrate on their core mission and long-term sustainability.

  • Full suite of advisory services
  • Strategic & tactical asset allocation, aligned with a client’s investment policy statement (IPS)
  • Outside manager selection & ongoing due diligence
  • Coordination with legacy investments
  • Full suite of investment solutions across asset classes – passive, active and blended
  • Mission-aligned investing advice & solutions
  • Support to address board/committee investment requirements and reporting

Investment & Spending Policy Development

Our investment process starts with a deep understanding of your organization. We take the time to learn about your unique circumstances, including your mission, funding considerations, spending needs, priorities and both short- and long-term risk and return goals. Based on this understanding, we craft an investment plan designed to meet your spending needs while preserving your portfolio’s long-term purchasing power. For endowments and foundations, our investment strategy emphasizes capital preservation and growth. We enhance our investment offerings with additional solutions to improve the management and operations of your institution, helping you thrive. Our methodology and philosophy is to manage client assets as an independently owned and operated investment office; we manage clients’ investments with the same care as if they were our own, fostering a unique investment culture and a strong alignment of interests with our clients.

Mission-aligned/ESG Investing

We offer mission-aligned investment strategies across all asset classes for our clients. Our recommendations are backed by thorough research and a robust due diligence process. We evaluate potential investments through financial analysis and assess how managers address environmental and social risks, the quality of their team and their strategies. This comprehensive approach ensures that we are delivering informed, responsible advice that is continuously monitored to meet our clients’ long-term needs and goals.

Assets Allocation

Newport Capital Group’s methodology for asset allocation relies on return, risk and correlation inputs for Asset Classes to obtain appropriate asset mixes for client portfolios. Asset Classes that support client investment goals and meet minimum liquidity guidelines can become “approved” Asset Classes. The approved Asset Classes are used in a Mean-Variance software optimization to obtain suitable, efficient model portfolios that can be utilized across our client groups. Newport Capital Group investment research and manager searches support the asset allocation process with a constant search for uncorrelated investment strategies and products. Uncovering unique, credible strategies and products can maximize the volatility-reducing benefits that a well-diversified asset mix can provide.

Manager Search & Selection

Newport Capital Group’s analytical process utilized during the ongoing monitoring and evaluation of investment managers involves a multi-step approach to identify opportunities, evaluate and review our approved managers. Each investment manager’s performance is analyzed through an objective scoring process that relies on a comprehensive set of qualitative and quantitative factors. This process is used in tandem with the mandates of the IPS in order to customize results to client-specific needs. The analyst team, comprised of multiple Chartered Financial (CFAs) Analyst designation holders, reviews each fund on a quarterly basis using a proprietary performance evaluation report.

Performance Monitoring & Reporting

Newport Capital Group investment team monitors your portfolio on a daily basis to ensure it is aligned with your target allocation. The investment committee continuously reviews individual managers and portfolio performance and ensures the current economic environment is reflected when making portfolio adjustments. We offer comprehensive reporting that extends beyond basic performance metrics by manager or asset class. Our customized reports provide clients with detailed insights into risk, asset allocation and overall consolidated performance.