Mission-driven organizations have unique goals, objectives and needs. At KFA, we work to get to know your organization and see the big financial picture. Where do you plan to be in the next 5-10 years?
KFA provides advice to help you develop customized investment statement and spending policies as well as designing a diversified portfolio to meet “total return” objectives.
KFA and its partners have provided portfolio thought leadership to a variety of endowments and foundations in its 50+ years of combined investment experience. We propose sophisticated and thoughtful solutions that support your organization’s mission, and work with you side by side to seamlessly fit into your governance structure and alleviate the Committee’s portfolio oversight and/or implementation burden.
Whether the need requires sophisticated solutions or a re-assessment of more traditional exposures currently being utilized, KFA provides strategic advice and portfolio implementation to best meet your objectives. Our goal is to create a partnership that is a forward-thinking, collaborative investment office specifically created to address the individual needs of your non-profit organization.