Independent and best advice
In a world that is fraught with conflicts opaque relationships, you can be assured that Elevation is not. Elevation will act as a fiduciary on your account. Our advice and counsel will only be informed by what is best to reach your goals. 100% of Elevation's revenues come from consulting and asset advisory services. We do not receive any compensation from investment managers or other advisers. Please ask for our most recent Form ADV Part 2 for more information.
Focus on small and medium sized endowments
Each endowment has its own unique set of challenges and circumstances. This is especially true for small and medium sized endowments. While Elevation works with endowments of all sizes and shapes, we are proud to focus on small and medium sized endowments. We are able to apply the best practices and new ideas to all of our clients.
Customized investment plans
We are gonna leave the cookie-cutter in the kitchen – where it belongs. You can expect to receive a unique and custom solution. This starts with our process: learning your goals and objectives, researching solutions, and ultimately delivering a thoughtful and carefully crafted plan.