NON-PROFITS ARE COMMITTED TO MEETING THEIR COMMUNITY MISSIONS. WE SHALL BE EQUALLY COMMITTED TO THEIR INVESTMENT PROGRAM.

Foundations and endowments are important partners in all communities, providing programs and services that are of a public benefit. Driven by a mission, their investment programs must be strategically aligned with their objectives and spending policies.

Paul Schreder and Kevin Yoshida lead our foundation and endowment practice. As administrators and grant makers seek to fund short-term operational needs and long-term strategic initiatives, portfolios must generate investment results that are exceptional, while assuming sensible levels of risk. This balancing act is demanding, particularly in the face of the uneven fundraising and volatile markets. Watershed has helped foundations and endowments meet these challenges since the firm’s inception.