One area where we feel very proud as a company is our work with organizations, institutions, and non-profits. As with all other clients, each organization or institution is treated as a unique entity with individual goals and objectives. All plans and portfolios we construct at Carrington Asset Management Ltd are built according to the agreed remit, limitations, and goals. All holdings and instruments comply with acceptable risk tolerances, moral restrictions, and other organizational requirements. They will be thoroughly discussed at the outset and then periodically reviewed and updated as we work together.

Using carefully chosen equity holdings instead of collective investments enable us to be more selective and provides flexibility while minimizing expenses.

We believe that our firm adherence to individually crafted plans and portfolios sets up apart from the companies tied to selecting investments and products from their parent company or one manager.

Organizations we work with include:

  1. Charities
  2. Foundations
  3. Endowments
  1. Associations
  2. Pension funds
  3. Non-profits

Several of the Carrington Asset Management Ltd team have previously or currently served on the board of charities, non-profits, and other organizations. This first-hand experience gives us insight into the day-to-day challenges facing such entities, which allows us to understand better how we can be of assistance and guide you towards achieving the goals of our non-profit and institutional clients.

We use our collective experience and knowledge to create a tailored investment strategy that works specifically for you. This investment strategy will help us determine an appropriate asset allocation that balances risk against potential returns in line with your agreed tolerances.

  1. Institutions
  2. Portfolio Management