Capital Management Division

Foundations & Endowments
At Boyer & Corporon, all institutional clients benefit from a comprehensive set of services designed to ensure that board members, employees and supporters are confident in the management of the organization's assets.

• Assistance in preparing an institutional investment policy; assurance of funds management in accordance with policy
• Regularly-schedule portfolio reviews
• Support & assistance during annual accreditation reviews, helping ensure proper accreditation for client's industry Assistance with annual internal audits Monthly consolidated asset class performance reports
• Monthly reports to internal accounting department
• Monthly investment reports for Director of Investments/Board of Directors
  Presentations to Board, quarterly, semi-annually, annually, as dictated by
  organizational needs, upon request
• Charitable giving seminars for institutional supporters
• Liaison with Greater Kansas City Community Foundation, and their local and national affiliated foundations, including quarterly reports
• Operational services
  • Deposits
  • Wires
  • Journal of funds