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Wabash Capital assists both private schools (K-12) and colleges with management of their endowments and foundations by helping their various boards develop prudent fiduciary practices.  In most cases, these endowments provide a steady income stream for the school's operational budget each year. 

We help define an investment and spending policy that balances the immediate operational needs of the school with long-term, inflation-adjusted growth for the future.  We then help implement that policy by assisting with asset allocation decisions and evaluating and hiring money managers.

Donors know that their contributions are being managed prudently and for the long-term benefit of the institution.  Development professionals can point to the prudent process as indication their institution should be a top charity on their donors' list.

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cefexlogoWabash Capital has been awarded the Investment Advisor Certification from the Center for Fiduciary Excellence.
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