Endowments & foundations

Empowering organizations to sustain their mission.

For our institutional and non-profit clients, the biggest challenge today is to maintain the staying power needed to meet and support the goal or mission of the organization.

Essex will review, or when needed, create an investment policy statement which clearly embodies the goals and objectives of the organization. These include asset allocation, risk tolerance, social mandates and spending policy.

Our disciplined, integrated spending/investment solutions employ a strategic asset-allocation mix of fixed income, equities and cash — including alternative investment strategies where appropriate.

The idea is to provide predictable revenue for grantmaking and operational support, while protecting the market value and the purchasing power of the entity’s assets.

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016