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Markets Can Be Irrational... you don't have to be.

Our high-quality strategy will help you maximize your impact on the community.

Beese Fulmer understands the unique needs for foundation and endowment investing, expertly managing such accounts for over 34 years.

Our philosophy is rational because your funds are relied upon to do important things. Our approach is multi-dimensional to deal with the seemingly contradictory complexities of your world:
  • Rational is building a portfolio of high-quality stocks and bonds. This strategy has delivered strong returns and below-average risk in the past.
  • Rational is embracing the long time horizon that endowments and foundations normally have.
  • Rational is setting a realistic policy that looks at withdrawals in real terms. Inflation is an important consideration.
  • Rational is making realistic assumptions for growth. This helps the board plan for the future.
 

Building portfolios to suit your needs and managing its long-term health.

Our rational investment technique is perfectly suited for foundation and endowment investing and their distinct investment, distribution, and capital presentation challenges. Our experience as an area leader in this discipline gives Beese Fulmer a deep understanding of the requirements of endowments and foundations:

  • A special ability to work with your board to assist in planning
  • Designing an investment strategy that meets specific risk/return goals
  • Working with the board to monitor and update your investment policy statement
  • Assistance in developing distribution policies

Help your mission reach farther and last longer...

 

 


 

Do you need family investment counsel also?
Learn more about our family wealth management advantages.

The Beese Fulmer Wealth Profile

Our WEALTH PROFILE helps us gather the type of information we've found essential in establishing who you are…where you want to go…and how you want to get there.
  • We start with basic background information about your assets and objectives.
  • Then we define your goals for the portfolio and what we call your Investment Psychology (conservative, moderate, or aggressive? patient or reactive? hold-and-grow or make withdrawals?).
  • We determine your attitudes and behaviors concerning the market, a meaningful guide to your favored portfolio philosophy.
  • The final section characterizes your personality in general terms and relating to finances.
Before proceeding, think about your total wealth; not just your investments, but your real estate, bank accounts, business assets, and insurance. These are all part of your total wealth picture.

While we specialize in the investment piece, we will take other assets into account in order to build a portfolio that best complements these assets.

Click below to schedule
your personalized Wealth Profile. 

 
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  • Ask the Investor: Is Amazon a company I should invest in?
    Monday, July 3, 2017

    In the dot-com stock market bubble one of my friend’s fathers used to ask me, “What does your father, Denny (Beese Fulmer’s co-founder), think of Lucent Technologies?” In the 1990’s Lucent was a high-flying stock that many retail investors chased, but ultimately were disappointed in when the stock price crashed.

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