KEY BENEFITS

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Endowment Specialists

We’ve been managing and growing endowments for more than 75 years — it’s what WatersEdge was created to do. Predictable distributions that grow with inflation mean a dependable income stream your organization can count on.

Attractive Management Fees

We’ve lowered asset management fees and will continue working to keep them low because fewer fees mean more resources for ministry.

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Access To Alternative Investments

Our Spending Policy Pool includes traditional market exposure plus alternative investments like private equity and venture capital, which historically offer greater returns with less volatility over the long-term.

Expanded Services

Asset management includes access to WatersEdge estate planning and planned giving services, which can help your organization attract new resources to fund future initiatives.

“WatersEdge’s management of our endowment accounts has allowed OBU to have dependable returns with predictable distributions, permitting us to guarantee scholarship awards to students during their four years at OBU. The WatersEdge staff truly cares about the impact of endowment distributions on OBU’s ministry.”

Randy Smith, Executive VP for Business & Administrative Services Oklahoma Baptist University

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Shawnee, OK