A Different Kind of Responsibility Deserves a Different Kind of Advisor
Foundations, endowments, and nonprofit boards carry a different kind of responsibility than an individual investor. Every allocation decision sits alongside a mission, a set of stakeholders, and a governance process that has to make sense to a volunteer board.
Prime Capital Endowments & Foundations was built to meet that responsibility directly, combining institutional investment management with personalized mission-aligned strategy and comprehensive governance support, all inside a single advisory relationship.
”Boards should not have to treat mission and portfolio strategy as two separate conversations. The strongest institutions connect investment objectives, governance, and purpose within one disciplined framework, and our team is built to help them do that.
Mark HaysPresident, Endowments and Foundations
Why Prime Capital Financial
We bring a dedicated institutional perspective to help mission-driven organizations and philanthropic families align investment strategy with long-term objectives.
- Dedicated Endowments & Foundations leadership focused on the needs of mission-driven institutions and philanthropic families
- Integrated institutional platform connecting investment management, family office, philanthropic, retirement, and broader advisory capabilities
- Customized implementation across public markets, private markets, alternatives, liquidity needs, and organizational constraints
- Deep mission-aligned and sustainable investing expertise, supported by Prime’s longstanding capabilities in the field
Why Foundations & Nonprofits Are Turning to Outside Partners
Boards and investment committees are navigating increasingly complex capital markets, higher governance expectations, and constrained internal resources
Investment Complexity
Boards are navigating asset allocation, alternatives, liquidity, risk, spending policy, manager selection, and reporting, often without dedicated internal staff.
Mission Expectations
Stakeholders increasingly want to know whether the portfolio reflects the organization’s values, community, climate, faith, education, health, or broader impact goals.
Governance Burden
Volunteer boards and families often need clearer decision processes, stronger committee materials, and practical support around grantmaking and philanthropy.
Our Three-Pillar Service Offering
Many firms can speak to investment management. Fewer can help an organization connect its portfolio, mission, governance, and grantmaking into one coherent institutional story.
1. Investment Management & OCIO Solutions
Institutional investment management and OCIO solutions encompassing portfolio construction, manager research, implementation, fiduciary oversight, performance reporting, and investment committee support.
- Portfolio construction and implementation across public and private markets
- Investment policy, spending policy, and liquidity planning
- Manager research, due diligence, and ongoing monitoring
- Performance, risk, and board or investment committee reporting
2. Mission & Impact Strategy
Mission-aligned investing, impact strategy, values-based portfolio design, stakeholder engagement, education, and impact reporting.
- Mission framework and portfolio-alignment assessments
- Sustainable, thematic, impact, and catalytic investment opportunities
- Stakeholder engagement and board education
- Impact measurement and reporting
3. Foundation Governance & Philanthropic Strategy
Board governance, grantmaking strategy, family foundation advisory, philanthropic planning, succession, and broader foundation support.
- Foundation governance and board effectiveness
- Grantmaking strategy and evaluation
- Family foundation and next-gen engagement
- DAF evaluation and philanthropic planning
Who We Serve
If your organization’s assets total $5 million or more and touch a mission, a board, or a philanthropic purpose, we can likely help.
Foundations
Private, family, community, and corporate foundations.
Endowments & Nonprofits
Long-term pools, reserves, spending policy, and reporting.
Schools, Healthcare & Faith-Based Orgs
Institutional portfolios and committee support.
Wealthy Individuals & Families
Clients who serve on nonprofit boards or explore charitable vehicles.
DAF Holders & Philanthropic Families
DAF evaluation, charitable planning, and family philanthropy.
Nonprofit Boards & Committees
Governance reviews, manager oversight, and fiduciary education.
Let’s Get Started
Want to chat with a financial professional about endowments and foundations? Fill out the form to start the conversation — we’ll take it from there.
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