Foundations and Endowments

McLean Budden personnel have extensive experience working closely with foundations and endowments in matters related to their investments, such as developing an Investment Policy Statement or structuring an appropriate asset mix and spending policy.

Approximately 120 non-profit clients have entrusted us with management of over $1.5 billion in investment assets

Here are some of our affiliations.

Foundations and Endowments Affiliates

Coordinating Gifting and Asset Mix Policies
Socially Responsible Investing
Institutional Fund Management
Mutual Funds
Performance
News and Market Views
Contact Information