Fractional Spending Rules adopted by the majority of endowments require an investment portfolio designed to provide both the necessary annual cash flow as well as growth of the corpus.  An endowment must be sensitive to unnecessary expenses in the forms of investment management fees and costs.  RCM will work with endowment sponsors to assure their investment portfolio complies fully with their specific guidelines cognizant of cost, risk, and rate of return.

For each endowment, RCM will design and implement an academically defined, analytically constructed portfolio custom fit for each client.

RCM will develop an Investment Policy Statement as an integral part of the investment process.

• In addition, RCM will provide detailed and informative quarterly reports and encourage quarterly client/advisor meetings.  During these meetings investment results and strategies will be reviewed to ensure both client and advisor are focused on the same risk/return goals for each portfolio.