Evergreen Institutional Solutions Best Practices for Your Institution

Evergreen Wealth Solutions has extensive background and experience, including at the Division I university endowment level, in helping institutions create enduring programs in support of their specific mission into perpetuity.

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Investment plans for Institutions

We collaborate with each institution to understand their unique needs and objectives in order to create an enduring management program hallmarked by institutional best practices in investment management and governance. Evergreen Institutional Solutions serves as co-fiduciaries with each organization’s staff and trustees which aligns interests toward the long-term success of the organization in furtherance of its unique mission.

Comprehensive Guidance for Institutions

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Discovery

Comprehensive evaluation of your institutions specific objectives.

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Establishing Policies

Our team will help you create enduring practices to help achieve the institutional mission into perpetuity.

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Investment Management

Experienced institutional portfolio managers will steward your organization's wealth.

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Ongoing Monitoring

We will regularly access your account and investment policy and suggest changes along the way.

Our Comprehensive Approach

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Discovery

  • Meet with trustees/investment committee or board to understand the organization’s goals.
  • What is your company’s purpose and how does this determine the objectives of the investment assets?
  • What are the administrative needs of the organization in managing the assets, contributions, and distributions to the funds?
  • How many accounts will need to be managed? Short-term funds? Or do you need long-term funds?
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Investment Policy Statement

  • What is your organization’s risk tolerance and what is the time horizon on the funds?
  • How many Investment Policy Statements will need to be developed?
  • What types of distributions and contributions will occur?
  • Is income needed? How often? How much?
  • Are there SRI/ESG guidelines to consider? Or specific industries or companies we need to exclude?
  • Are there limitations on certain investment assets such as private equity or alternative investments?
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Due Diligence & Investment Implementation

  • Our investment team will develop the portfolio using the guidelines established by the investment policy statement and will implement the portfolio allocation.
  • We’ll work with you to develop a cash flow plan for distributions.
  • Your team will include an advisor, portfolio manager and account administrator.
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Monitoring & Reviewing Your Account

  • Your portfolio manager will oversee the portfolio and coordinate with your account administrator, communicating with you as needed.
  • You’ll have access to your account daily through a secure internet portal.
  • We can provide reporting and statements as needed or on a schedule of your choosing.
  • We’ll have portfolio meetings with you to review performance and discuss investment changes, distributions, contributions, and expenses.
  • We’ll annually review the investment policy statement with you to provide advice regarding any changes you may need or those we recommend.

Frequently Asked Questions

Read our FAQs below to discover how our financial services can help your institution.

How can your services help institutions?
What services do you offer?
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