Foundations & Endowments

Minis & Company serves as investment advisor to several Foundations and Endowments.  Foundation and Endowment Accounts tend to be invested in a balanced portfolio of stocks and bonds, which allow the portfolios to meet both the income and growth needs of the charitable institution.  Management of each account is done on an individualized basis.

When managing investments for Charitable Accounts, Minis & Company assists the institution in creating an investment policy statement.  These policy statements are then used to ensure that the account meets both the income and growth needs of the charitable institution.

Minis & Company believes in supporting charitable institutions both locally and nationwide.  Investment managers and employees of Minis & Company are involved with a number of non-profits.