A complete list of active advisors currently associated with Endowment Partners LLC

Warmer can help you find a great advisor at Endowment Partners LLC or one who fits your needs even better.

Endowment Partners provides investment management, investment consulting, and governance services primarily to nonprofit organizations, endowments, foundations and other institutional investors. The firm offers discretionary portfolio management, ongoing consulting engagements and educational seminars, typically working with clients at or above a $1,000,000 account threshold. The firm employs a blend of active and passive strategies, using fundamental and technical analysis to select stocks, options, ETFs and mutual funds, and may engage outside managers for portions of client portfolios. Investment Policy Statements and asset-allocation targets are developed with clients and portfolios are monitored through regular reviews and quarterly reporting. Endowment Partners is distinguished by an affiliation with another registered investment adviser (Fraser Asset Management) and by a business mix that reports substantially more assets under advisement (about $484 million) than assets under management (about $76 million), indicating a significant consulting and advisory role in addition to discretionary management. The firm also offers specialized nonprofit services—such as Charitable Gift Annuity program administration, donor-facing proposal materials, and multi-state compliance assistance—and does not target non‑high‑net‑worth retail individual clients.

To learn more about the advisors currently working at Endowment Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Francisco Kollmann	Las Vegas, NV	3

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