by Jessi Biagioni | May 24, 2023
Yes. The Foundation offers complete accounting services for all Institutional Investment accounts, including individual fund accounting.
by Jessi Biagioni | May 24, 2023
Yes. The Foundation offers a comprehensive performance report for each account. Additionally, members of the Foundation’s staff and members of the Wespath Institutional Investments team are available to meet with clients directly.
by Jessi Biagioni | May 24, 2023
Yes. The Foundation’s clients can access statements and fund performance information online by clicking here.
by Jessi Biagioni | May 24, 2023
The Foundation and Wespath Institutional Investments charge a competitive and reasonable fee. Importantly, the Foundation and Wespath Institutional Investments do NOT have any hidden fees, and no additional fees are ever assessed. Fees assessed elevate and advance the...
by Jessi Biagioni | May 24, 2023
The definition of investment risk is unique to each client. Wespath Institutional Investments and the Foundation work closely with clients to understand and define any portfolio risks based on their goals and objectives. This includes managing the client’s spending...
