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Our institutional investment practice focuses on serving small to mid-size entities.

Clients include nonprofit organizations in healthcare, education and the arts, homeowner's associations, religious organizations, and governments.
Investment Management for Endowments and Foundations, Institutions and Nonprofits

Davidson & Garrard's institutional investment practice focuses on serving small to mid-size entities. Clients include a wide range of nonprofit organizations focused on healthcare, education and the arts, homeowner's associations, religious organizations and governmental instrumentalities. Services include cash management, fixed income investing and traditional multi-asset class endowment management employing a broad spectrum of strategies.

D&G manages institutional accounts in accordance with the organization's Investment Policy Statement, and works closely with finance committees, management, and boards of directors.

D&G regularly helps review and update Investment Policy Statements for client organizations with a focus on fiduciary protection as well as asset class definitions and allocations. D&G principals serve on the same kinds of boards as our clients, and we are familiar with the fiduciary obligations, concerns and institutional objectives of directors in today's environment. Portfolio managers are available to attend Finance Committee and Board meetings to report on portfolio investments and the investment outlook. D&G utilizes the same team approach for institutional clients that drives our approach to individual clients, ensuring continuity, depth of coverage and responsiveness.


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