Endowments & Foundations

  • Sigma Advisors, LLC assists non-profit organizations with investment management, risk management, and board governance.

    These services generally include:

    • Creation and implementation of an Endowment Management Policy.

    • Long-term investment strategies.

    • Review of existing bylaws and other governing policies and procedures, in consultation with the organization's legal counsel.

    • Risk management strategies.

    • Ongoing education and communication with board or investment committee members.

    • Regular review meetings with board or investment committee members.