Supporting Foundations with an Independent Perspective

As foundations grow in complexity, having an independent adviser can help align investment strategy, reporting, and external coordination with the organization’s objectives. Sierra Capital works with foundations to help manage their financial solutions with a customized approach based on each foundation’s goals.

Independent Advice

Sierra Capital acts in a fiduciary capacity and seeks to minimize conflicts of interest.

Consolidated Reporting

Global consolidated reporting across accounts, managers, and asset types.

Open Architecture

Access to funds, managers, and investment vehicles through an open architecture approach.

External Advisor Coordination

Coordination with tax, legal, accounting, and fiduciary professionals.

Multiple Custodians

Ability to work with more than one custodial bank when deemed appropriate.

Customized Portfolio Oversight

Portfolio management based on liquidity needs, risk tolerance, return objectives, and investment restrictions.