SERVICES

 

Endowments, Foundations &

Retirement Plans

The management of endowment, foundation, and private pension plan portfolios dates back to Excalibur’s founding in 1979. Our original clients were a group of wealthy families, which were heavily involved in venture capital and private equity, that were looking to protect and distribute their wealth. As we have for over 40 years now, we still serve the investment and advisory needs of successful private business owners and families through the management of investment portfolios for independent and family foundations, private pension funds, and endowments that support charitable not-for-profit entities. Over the years, each client organization has partnered with Excalibur as a trusted advisor who brings the highest standard of fiduciary duty while helping to meet each entity’s unique operating mission, investment goals, and spending needs.

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Portfolio
Management For:


 Endowments
 

Foundations
 

Private Pensions
 

Retirement Plans