Concho Investment Advisors is dedicated to helping foundations, endowments, and other charitable organizations achieve their investment goals. Our asset management services are designed to encourage fund raising efforts, to maximize investment return, and to reduce management costs. By doing so, you can increase the impact in your community.
Our disciplined approach creates a framework integrating your organization’s goals, policies, and investment strategy to ensure comprehensive stewardship of financial assets. Our teaching experience enables us to walk you through complex investment principles so that financial experts as well as novice investors fully comprehend portfolio decisions. Quarterly investment reports are designed to clearly show portfolio performance so that board members and staff can ensure that assets are managed in accordance with the organization’s policies.
Need a second opinion regarding your current performance or an expert to walk you through the development of a comprehensive investment management process? Or maybe you have a question that has been bothering you and don’t know who to ask? Give us a call or send an email, we can increase your organization’s impact in your community!