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Captrust acquires Chicago RIA Ellwood Associates
The deal for Ellwood, which oversees $85 billion in assets, will expand Captrust's services for endowments and foundations.
Ever hear of a ‘lay fiduciary’? There are 17.5 million of them
Group says nonprofessional plan fiduciaries who oversee assets in pension plans, foundations, endowments and trusts often don’t understand their responsibilities
Advisers should aspire to the endowment investment model
There are benefits for advisers that create more than just a balanced portfolio for clients
Thoughts on endowment investing in the 21st century
There are 86,203 foundations in the U.S. with $890 billion in assets. Endowments and foundations have powerful missions, long time horizons and distinct operational/governance models for decision making.
