For Endowments and Corporations

One of the advantages of having senior principals who have actually been responsible for significant endowments and retirement plans is that we understand the roles and responsibilities involved. We bring senior investment committee members to the task of managing our clients assets.

In the endowment and defined benefit area we offer portfolios designed to fill the need in your asset allocation model. The portfolio strategies offered are our growth strategy, concentrated growth strategy, core strategy and sustainable investing strategy. If you would like to discuss our capabilities, please contact Joseph Cajigal at the following address

PrinCap Retirement Services also offers assistance in the management and administration of corporate 401 k plans. Product knowledge and investment experience are important qualifications for anyone selecting, monitoring, and managing your 401(k) investment options. One of your fiduciary duties is to make a prudent decision about how to manage your plan’s assets. PrinCap assumes much of the sponsor’s fiduciary responsibility and liability as the plan’s investment manager. For further information, please contact Toby Pitts at the following email address

PrinCap offers access to the sustainability portfolio supporting the United Nations Sustainable Development Goals for 2030. Specifically, PrinCap was contracted by UNGSII to manage a global fund consisting of companies eligible for the Global Sustainability Index. This portfolio may serve as an option in one’s global equity allocation. For more information, please contact Jason Lohe at the following email address