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Foundations and Nonprofits

How does Rockefeller & Co. help advance the investment objectives of foundations and nonprofits?

With a 130 year history of service, Rockefeller has the expertise necessary to address the investment objectives of nonprofit organizations. We focus on enhancing our clients’ financial well-being and building on the value they have created. We offer objective advice on financial matters large and small, and provide a responsive, knowledgeable and experienced team to identify and align the investment goals and risk tolerances of your organization.

For today’s nonprofits and foundations, we offer a full range of services. Our open-architecture advisory platform affords us the latitude to identify the resources we believe best match a client’s needs, whether internal or external, while still benefiting from the insights of our internal asset management professionals. We believe that customized asset allocation, risk management, active securities selection, and the design of portfolios tailored to a client’s specific needs has the potential to add significant value over time.

With any client engagement, it is essential to meet and construct an investment plan that offers the best potential to achieve your organization’s income and growth objectives. Our primary focus is on strong returns for our clients. We are committed to placing their interests first – both for the near-term and, very importantly, for the long-term.

Our services for foundations and nonprofits include traditional asset management (either as investment manager or sub-manager), alternative investments, sustainability and impact investing and other specialized investment choices. Rockefeller clients also enjoy daily access to their portfolio information through Rockit® technology, an industry leader.