Institutions & Endowments
Endowment funds are the permanent funds that are used to help operate institutions, such as colleges, universities, hospitals and museums. These funds are vital to such organizations and enable them to obtain a level of excellence over their peers by helping to make the institution independent of the fluctuations in normal operating revenues. The most important consideration for endowment fund management is to have stable, real returns over time. We recognize the conflict that exists between the desire to generate high current income to offset current costs of the institution and the desire to have high real growth for the future.

Members of the Management Team serve on the boards of numerous charitable institutions. This community involvement helps us understand this conflict and the importance of preserving and generating funds to facilitate the success of these institutions. With this first hand perspective in mind, we work closely with our institutional clients to help ensure that their long-term needs are met.

For more information about how Farr, Miller & Washington can help you with institutions and endowment matters, please contact us. Please note there is a minimum account requirement for management by Farr, Miller & Washington.