Investment Management

Investment Management Services

The Fuller Foundation has a long history of providing sophisticated investment management services for individuals and families interested in charitable giving. We have always believed that the assets we manage are designated for charitable giving and therefore, must be protected against market volatility. In support of our utmost concern for capital preservation, from inception, we have offered those we serve the protection of hedged investments. A deep relationship with Julian Robertson of Tiger Management that has spanned decades helped launch the Foundation’s expertise in alternative investments.  In addition, we also offer those we serve exposure to traditional equity and fixed income investments through a combination of low-cost passively managed ETFs and some actively managed asset classes. We believe a well-diversified product offering should include both traditional and alternative investment exposure.

click here to go to the Fuller Investing Website