Foundations

Align with your values.

Our experience investing for foundations means we have the experience to tackle these challenges: 

  • How to generate asset growth while meeting operational and grant-making needs
  • How to align portfolios with missions and values
  • How to plan for downside market volatility in portfolios with little wiggle room
  • How to manage the tension between stability and growth

Been there.

At Threshold Group, we understand the challenges and complexities of foundation governance and investing for foundations. We know that foundations need more than simple monitoring of market fluctuations or quarterly technical analysis. Threshold Group takes a decidedly deeper, goals-based approach. We’re driven by distinct, long-term human ambitions achieved through integrated services and a holistic focus on all the variables―social and financial―impacting foundations. Our wealth advisors have your best interests in mind and are adept at aligning investments with the values and issues that are important to your foundation and its purpose.

Balancing the Risk of Innovation and Experimentation

Doug Balfour (CEO of Geneva Global) discusses how foundations can experiment with innovative practices without alarming more conservative foundation members. Doug also discusses how foundations can build a culture of successful failing.

See all videos in the Video Library

Investment Management Services for Foundations

At Threshold Group, we provide independent and objective investment advice for non-taxable entities on asset allocation, manager selection, portfolio construction, and portfolio management. But we do much more than those traditional terms imply. We do not take a traditional approach to your complex issues. Leveraging the knowledge and experience of our well-resourced research team, we specialize in developing creative portfolio solutions intended to reconcile the seemingly irreconcilable needs foundations have for stability and growth to achieve their goals.

Our extensive toolkit and expertise span asset classes within both traditional and alternative investment strategies. For clients focused on impact, we have experience in impact investing, regional investing, and place-based investing.