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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 FREE 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 FREE personalized Wealth Profile. 

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Recent Articles
  • Ask the Rational Investor: “Should investors worry about Boeing’s 737 MAX issue?”
    Monday, April 8, 2019

    Boeing’s 737 MAX is one of the most anticipated updates to the 737, which currently has an order backlog of over 4,600 aircraft, representing 78% of Boeing’s overall commercial aircraft backlog. Over the next 5 years, it is estimated that the MAX will represent approximately 33% of Boeing’s sales and almost half of Boeing earnings before interest and taxes (EBIT).

    Considering the significance of the MAX upgrade, it’s no surprise that stock prices have dropped from a recent high of $440 on March 1st, to $370 (3/27/19) after the Ethiopian Airlines crash and the eerily similar Lion Air crash.  The two incidents in conjunction caused the worldwide grounding of the airliner.

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