NONPROFIT ENDOWMENTS & FOUNDATIONS

Arete Wealth is a premier provider of asset management services to endowments and foundations. We are an asset manager of choice because we bring two levels of expertise to the table. First, we provide our well-known and highly regarded asset management and investment banking services. Secondly, we provide our Values-Based Portfolios to help endowments and foundations invest their money in alignment with their philosophical mission.

A perfect example of why Arete is the provider of choice to institutions with benevolent aims is the recent coverage of the Bill and Melinda Gates Foundation. One of their most important goals is to fight disease in Africa. Yet as the Los Angeles Times reported early in 2007 a substantial portion of the foundation's investment portfolio was invested in companies that actually contributed to disease in Africa. In other words, the Foundation's own investments cut against its mission.

At Arete, we can help endowments and foundations avoid these conflicts. Through our Values-Based investing approach we can make sure that our institutional clients see outstanding performance of their assets while also knowing that their assets are working to support their mission, not contradict it.