Education Endowment Funds

Oakford Park Capital professionals have a long history of providing professional Investment Management Services to Educational Endowment Funds.

Oakford Park Capital President & CEO, Dr. James G. Taylor, MBA PhD has worked with multiple colleges, universities, and educational organizations in his 25 year career.  He has also been an Adjunct Professor at three Universities undergraduate and graduate business programs, and understands the importance of protecting and growing these endowment funds.

Professionals at Oakford Park Capital take their responsibility in serving these clients very seriously. Dr. Taylor was one of the first Equity Portfolio managers for the State of Pennsylvania 529 Plan.

The firm offers traditional Equity and Fixed-Income Management for clients, with a particular product targeted at Education Endowment Funds and that may be sensitive to downside market corrections, by hedging those portfolios with out-of-the-money options for large corrections and "black-swan" type events.  Losses of principal can be difficult for Endowments that rely on donations and contributions and hurt relations with their donors. 

 

Please contact us today for details on Educational Endowment investment portfolios for your organization.

Institutional Investors are directed to view the Firm ADV and ADV Part II on the Useful Links Page.

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