Foundations and Endowments

At Clayton Financial Group, we believe working with non-profit organizations is an important way to participate locally and nationally with those who serve others. Our process begins with working together to establish a comprehensive Investment Policy Statement (IPS) to meet your organization’s unique goals and objectives.

From asset allocation parameters and investment guidelines to cash flow planning and liquidity needs, we understand the importance of a specific and customized plan. We collaborate with the administrators and executive board of our organizations on an ongoing basis to serve as your financial quarterback who understands what it takes to make your efforts more impactful.

CFG takes pride in working with a number of organizations that make a profound impact in communities across the country.  We are actively involved with a wide variety of Endowment/Foundation accounts, including those focused on medicine, education, cultural preservation, and religious causes.  Helping the leadership groups of these organizations structure appropriate asset allocations and project future cash needs is a critical mission.  Additionally, CFG employees takes pride in serving on community Boards and on Finance committees.

We are actively involved with a wide variety of Endowment/Foundation accounts, including those focused on medicine, education, cultural preservation, and religious causes. Helping the leadership groups of these organizations structure appropriate asset allocations and project future cash needs is a critical mission. Additionally, CFG employees takes pride in serving on community Boards and on Finance committees.

Meeting your organization’s long-term mission is our key priority; at CFG, you will have a partner who guides you on the winding road to long-term financial success.