Harpswell recognizes the special commitment community foundations have to the people and organizations they serve. We serve as your fiduciary, advocate and trusted advisor to enable you to invest with confidence. We keep our fees low so you can make the most of your resources. Our first job is to listen; then we align your portfolio with your goals and values.
As your full-service, outsourced chief investment officer, we give your foundation the confidence that comes with a manager who works with not-for-profit institutions day-in and day-out.
We minimize demands on your team by anticipating and addressing all facets of endowment management. From investment policy analysis and tactical allocations to manager selection and quarterly distributions, you benefit from having a partner immersed in the non-profit world. Let us bring industry best-practices to your community foundation.
If you would like to explore a partnership with Harpswell, we invite you to reach out.
Harpswell’s Services for Community Foundations
Harpswell’s full suite of OCIO services are provided to our clients with no additional fee.
*Services offered to select clients. Please reach out to discuss how Harpswell can help you.