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Endowment Research Group provides best-in-class investment research, fund manager selection, asset allocation, risk management, outsourced family office activities, return enhancement, and legacy improvement to clients.

ERG partners with institutions and investment managers in all regions of the world in order to identify the highest-value opportunities, address the most critical challenges and transform the lives of clients.


It is difficult to find best-in-class investment solutions. Larger institutions are often constrained by the deal flow offered at their firm. A respected British family office leader said, “Earlier in my career, I felt that I could not get the best results for clients because I was not allowed to use external asset managers.”

Best-In-Class Investments

“Business owners are thriving as never before, and wealth is being created at a faster rate than ever before … What this means is that there are more people than ever who need portfolio management.” 


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