Fiduciary care for institutions comes with the responsibility of ensuring the financial soundness of the organization. The work is for the ultimate benefit of the mission and the people. Grenadilla’s founder has deep roots in the classical arts and brings the mission-driven mindset to the culture and values of the company. We extend these aspirations to the services we provide to our clients, with whom we partner in the stewardship of the institution’s assets.
Our Services
Meticulous portfolio management & Education
Our suite of services is designed to bring independence and expertise to portfolio management while keeping our eyes on the goals of the organization.
Goal Setting
Meeting the investment needs of an organization requires a holistic understanding of its financial situation. We work with the appropriate committees and personnel to develop a relevant investment program.
Value-based investing
Organizations may desire to invest based on the values reflected in their mission statement and/or in the communities they serve. We work with the investment committee to identify these parameters and help to invest accordingly.
Due Diligence
An essential part of investing is the selection of the underlying managers. We vet every option fully for merit in the context of portfolio needs. We are independent and believe that it should be a privilege for anyone to manage our clients assets.
Portfolio Construction
Building a portfolio entails many considerations, including correlations, corporate capital structure, and geopolitical risks. We employ in-house macroeconomic views and diversify among asset classes for a robust composition.
education
We provide periodic education sessions on governance, roles and responsibilities of fiduciaries, market and investment topics, and on requested topics. Ongoing education is mean to empower the committee and its members to fulfill their duties confidently.
Documentation
An important part of investing is the documentation of the process and the building of institutional history. We work with the committee and the staff to ensure that decisions are documented with context for the next generation of leaders.