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Insights for Institutional Investors

Investor Consortium

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 29 organizations with AUMs ranging from over $1 billion to well over $25 billion.

Supporting Investors

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.

“The clearing house effect is particularly important. It’s a great way to learn what our peers are facing.”

“You have made us better investors.”

“The forum you provide is HUGELY beneficial….”


RFG helps clients proactively understand regulatory and legal issues (and solutions) that arise from engaging in investment activities. RFG represents clients that have over $250 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®.

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