Current Endowment Accounts

Performance reports

All clients receive monthly statements by email and surface mail. Electronic versions can go directly to a committee chairman, an advisor, or an entire investment committee.

Click here for your current performance report.

Archived reports are found for trailing quarters by clicking here.

Operational details for ECF Pooled Accounts

Includes important information about:

Investment Decisions
Multiple Accounts
Opening a New Account
Authorized Contacts
The Monthly Pattern
Contributions or Additions to an Account
Distribution or Withdrawals from an Account
Wire Transfer Using the ACH (Automated Clearing House) System
Rebalancing
Reports

Operational details for ECF Custom Accounts

Includes important information about:

Investment Decisions
Reports
Reviews
Minimum Investment Amounts
Authorized Contacts
Contributions or Additions to Your Account
Distribution or Withdrawals from Your Account
Wire Transfer Using the ACH (Automated Clearing House) System
Rebalancing