Eleemosynary Organizations


Foundations and endowments accept an enormous responsibility being entrusted with sizable sums of money. Often, when these sums were set aside, they were expected to last for an eternity, creating challenging responsibilities for trustees. At HighTower | Scottsdale, we understand the complexities of this distinct type of asset management.
At HighTower | Scottsdale, our goal is to help foundations and endowments manage funds to support both the preservation of the organization and to help you fulfill your philanthropic mission in a sustainable manner. Our investment consulting services adhere to a balanced, systematic process designed to manage fiduciary compliance, financial responsibilities and control risk in a prudent fashion that complements your organization’s mission.
Our goal is to facilitate the achievement of your organization’s philanthropic mission.

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We assist non-profit organizations with their financial and investment management needs by:
• Developing optimal asset/liability management strategies.
• Developing spending policies.
• Establishing investment policy statements.
• Implementing objective portfolio monitoring and performance evaluation.
• Selecting and monitoring non-proprietary investment managers.

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