Bristlecone Value Partners, LLC

Foundations & Endowments

Doing Our Part

Bristlecone offers discounted services to qualifying charitable organizations making use of our:

• Comprehensive investment management process
• Large Cap Value separate account strategy

Charitable Organizations Receive:

• Waived advisory fees for first $1 million under management
• 25% discount from standard fee schedule for assets over $1 million

Why Bristlecone Offers This Discount

• Smaller foundations often lag larger organizations in investment performance due to proportionally higher fees
• Every dollar a charity saves in administrative expenses means more for programs
• Helps Bristlecone’s employees fulfill philanthropic goals

Contact us to tell us about your organization’s needs and see how we might help.