Empowering organizations to sustain their mission.
For our institutional and non-profit clients, the biggest challenge today is to maintain the staying power needed to meet and support the goal or mission of the organization.
Essex will review, or when needed, create an investment policy statement which clearly embodies the goals and objectives of the organization. These include asset allocation, risk tolerance, social mandates and spending policy.
Our disciplined, integrated spending/investment solutions employ a strategic asset-allocation mix of fixed income, equities and cash — including alternative investment strategies where appropriate.
The idea is to provide predictable revenue for grantmaking and operational support, while protecting the market value and the purchasing power of the entity’s assets.