Insights for Institutional Investors
Representative List of Clients Available Upon Request
RFG’s consulting service for endowments and foundations was established in 2014 at the request of ten leading U.S. charitable organizations. Today, RFG represents a consortium of 25 organizations with AUMs ranging from over $1 billion to well over $25 billion.
RFG offers a peer-to-peer networking capability guided by professionals experienced in highlighting risks and developments that others
might overlook. Clients have access to an extensive
database analyzing U.S. laws and regulations applicable to charitable organizations.
RFG helps clients proactively understand regulatory and legal issues (and solutions) that arise from engaging in investment activities. RFG represents clients that have over $200 billion in combined assets under management, including a consortium of the nation’s leading endowment investment offices. RFG advises clients through its weekly newsletter, white papers, webinar presentations, semi-annual programs, and its online knowledge management portal, RFG Pathfinder®.