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Investment Services

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Our Services for Organizations

Corporate Treasury Solutions

Optimize your corporate liquidity, manage cash reserves, and implement efficient treasury management strategies with our institutional expertise.

  • Cash management and liquidity solutions
  • Foreign exchange risk management
  • Short-term investment portfolios
  • Debt management advisory

Foundation & Endowment Management

Specialized investment strategies designed to preserve capital, generate sustainable returns, and support the long-term mission of your organization.

  • Mission-aligned investment policies
  • Spending policy development
  • ESG and impact investing
  • Multi-generational wealth preservation

Pension & Retirement Plans

Comprehensive retirement plan solutions for organizations, including defined benefit and defined contribution plan management.

  • Plan design and fiduciary support
  • Participant education programs
  • Compliance and regulatory guidance
  • Investment menu construction

Institutional Investment Management

Customized portfolio management for institutional clients with dedicated relationship management and institutional pricing.

  • Dedicated institutional relationship managers
  • Customized investment policy statements
  • Institutional share classes
  • Regular performance reporting

Organizations We Serve

Corporations

From Fortune 500 companies to emerging businesses, we provide tailored financial solutions to support corporate objectives.

Educational Institutions

Endowment management, foundation support, and financial planning for universities, colleges, and school districts.

Non-Profit Organizations

Mission-driven investment strategies for charitable foundations, associations, and non-profit entities.

Government Entities

Specialized financial services for municipal governments, public agencies, and government-sponsored enterprises.

Why Choose Ensue for Your Organization

01

Institutional Expertise

With over two decades of experience serving institutional clients, our team understands the unique challenges and opportunities facing organizations.

02

Customized Solutions

We don't believe in one-size-fits-all approaches. Every solution is tailored to your organization's specific needs, objectives, and risk tolerance.

03

Fiduciary Responsibility

As a fiduciary, we are legally obligated to act in your organization's best interest, providing transparency and conflict-free advice.

04

Global Resources

Access to our global research, investment platforms, and network of specialists to support your organization's financial objectives.

Partner with Ensue for Your Organization

Discover how our institutional expertise can help your organization achieve its financial goals while effectively managing risk.