Mercer Advisors
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Endowments & Foundations

Managing an endowment or foundation requires balancing long-term growth objectives with near-term distribution needs — all while navigating governance, investment policy, and tax considerations unique to nonprofit organizations. At Mercer Advisors, we bring decades of experience supporting foundations and endowments with comprehensive investment management and financial planning solutions tailored to their missions. Explore the resources below for practical guidance on endowment investment strategy, nonprofit financial planning, and more.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

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