Brinton Eaton is an investment manager for endowments and foundations, working closely with the institutions’ investment and finance committees. Families also seek us out to establish and manage their trusts and foundations as a strategy toward building their ongoing legacy.

Our expertise and primary role is in constructing customized, multi-asset-class portfolios. We can guide committees on issues of investment policy, governance, best practices and the fiduciary roles and responsibilities of trustees.

In addition, we can provide performance measurement and portfolio accounting through state-of-the-art technology, and support the foundations’ annual audit processes, establishment of risk metrics, and any investment due diligence set forth in the investment policy directive.

As we have a deep understanding on how committees operate and how a consulting relationship adds value, Brinton Eaton executives serve, or have served, as chair of investment committees of several institutions themselves.

For more information and to speak with a Brinton Eaton advisor, call 800-364-2468 or email info@brintoneaton.com.