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The Aegis Group

OUR MISSION STATEMENT

We exclusively serve nonprofit institutions, delivering a combination of investment management with donor development consulting

Our Story and Services

Welcome

Foundations, endowments and nonprofits all face unprecedented challenges in today’s economic environment – complex regulations that change frequently, escalating expenses that detract from investment returns and global forces that shape market behavior. Confronted with needing to do more with less, institutions seek a different level of strategic investment consulting or discretionary asset management. They want an experienced advisory team who can deliver both, while providing holistic advice and guidance to their leaders, board members and donors.

At The Aegis Group at Morgan Stanley, we offer a distinct alternative.

For over 25 years, we have been exclusively serving nonprofit institutions across the country, delivering a unique combination of investment management with donor development consulting. We are seasoned professionals who have spent our entire careers in the foundation and endowment arena, not only as consultants but as practitioners and board members. We know first-hand how to help achieve results, while driving outcomes that support your mission. We’ve built our practice around customizing solutions for organizations just like yours.

As you begin to work with us, you will experience a forward-thinking approach that sets us apart. Our exposure to a diverse range of clients informs our guidance and enables us to incorporate a sophisticated institutional framework to bring fresh, strategic ideas. We are also leaders in the socially responsible investing arena, as well as specialists in developing planned giving strategies that generate results.

This wisdom -- coupled with the deep resources of a global financial powerhouse – helps empower our clients to realize their ultimate goals. We offer the skills and investment process striving to deliver current stability and long-term sustainability to your financial assets and endowment.

Getting started is easy. It begins with a conversation.

We Invite You to Speak with Us. (860) 275-0765

Services Include

  • Endowments and Foundations
  • Philanthropic Services
  • Asset Management
  • Institutional Services
  • Sustainable Investing
  • Wealth Management
  • Trust Services*
  • Cash Management


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Our Process

We have developed a disciplined process that has been used with institutions across the country to help them manage complexity and demonstrate their fiduciary responsibilities.

- Step 1: Organizational Assessment
Understand your mission, history and goals
Assess your asset/liability structure, liquidity requirements, time horizon, risk tolerance and overall financial condition
Perform a fiduciary and documentation review

- Step 2: Investment Policy Review
Evaluate your investment policy to ensure suitable benchmarks and procedures are aligned with your goals
Develop spending policy guidelines
Understand and develop any environmental, social and governance criteria

- Step 3:  Asset Allocation Study
Conduct probability analysis
Determine dynamic portfolio construction recommendations Identify specific tactical recommendations

- Step 4: Investment Management Strategies
Leverage the work of Morgan Stanley’s Global Investment Committee to assist in creating your customized strategy, tailored to your investment constraints and risk considerations
As a fiduciary, we have the flexibility to conduct due diligence on managers retained by a client that are not otherwise covered by Morgan Stanley’s due diligence team

- Step 5: Ongoing Review & Communications
Provide proactive monitoring services to ensure your needs and objectives are being met
Regularly review your investment policy and investments
Keep your investment committee well-apprised of performance
Provide education to trustees, staff and committees
Work with your other service providers, including attorneys and CPAs

- Step 6: Customized Services
Provide distinct services to donors through innovative planned giving consults
Deliver trust services for charitable vehicles
Offer access to lending services to effectively manage liabilities


Philosophy


Our name is inspired by the Greek word aigis, which means “something that offers protection.” In some mythological stories, it was a shield carried by Zeus. In others, it was an animal skin worn over the garments of the gods as extra protection. The modern concept of doing something “under someone’s aegis” means doing something under the protection of a powerful, knowledgeable or benevolent source.

At The Aegis Group, we follow one simple rule: Help protect the endowment wealth of your institution.

Our Investment Philosophy

Our commitment to our clients and their success is the cornerstone of our practice. We come to work every day engaged in making a true difference in the lives of our clients and the organizations they proudly support. To that end, we are focused on the following core elements of our investment philosophy:

• Action should be taken through discipline, not emotion.
• Managing total portfolio risk is essential to achieving long-term objectives.
• We believe in an open architecture structure, which frees us to recommend any available products and services that best suits our clients’ specific situations and goals.
• Endowment management must provide short-term stability and long-term sustainability.
• Actively managing asset allocation, portfolio composition and manager selection can potentially enhance returns.
• Active risk budgeting can enhance the potential value derived from hiring investment managers.
• Blending active and passive investments can help improve investment results, manage costs and refine the management of active risk.

We combine Morgan Stanley’s intellectual capital and global reach with our own insight to create and deliver targeted institutional solutions. We are confident our team is qualified to anticipate and help address your particular financial goals.


Philanthropic Resource Library

We believe financial education leads to better insight into our investment strategy and discipline, and ultimately, better long-term results. As a result, we are committed to providing ongoing information about managing your organization’s assets more effectively in today’s global markets. We are also focused on helping you explore how charitable giving is being redefined in more effective and meaningful ways.

To that end, we have assembled the following articles, white papers and financial tools about many of the concepts that support our philanthropic philosophy and investment strategies.


Meet The Aegis Group

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Ready to start a conversation? Contact The Aegis Group today.

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