Stronger institutions from the ground up

The best academic institutions, religious foundations, or community grantmakers have a noble purpose, clear charter, passionate leadership and a trusted advisor to ensure their ongoing strength. Expect us to provide you with a custom investment plan, board education, investment policy analysis, spending analysis and governance review, all while minimizing expenses and risks. We will make administration easier by assisting with check writing, director compensation issues and providing support for grant and unique filing requirements.

Our institutional consulting team works with foundations and endowments to review investment and spending policies and managed seats. Our clients range in asset size from $2 million to $140 million, from small family foundations to large board driven institutions.

Please visit the Warren Averett Asset Management website for additional information on our team and services.