Non-profit institutions face a unique set of investment challenges — balancing long-term growth with spending needs, maintaining governance standards, and ensuring every dollar serves the mission. AlphasFuture provides dedicated investment advisory services designed specifically for endowments and foundations.
"A well-governed investment program isn't just good stewardship — it's the foundation that allows your mission to endure for generations."
— Geetu Sharma, Founder & CIO, AlphasFuture


Educational institutions, hospitals, cultural organizations, and other non-profits with long-term investment pools. We help you build and manage a portfolio that supports your spending policy while preserving capital for future generations.
Long term growth, Spending policy, Capital preservation

Private, family, and community foundations with grant-making mandates. We help you manage your investment portfolio to sustain and grow your grant-making capacity — with full alignment to your philanthropic mission and values.
Grant sustainability, Mission alignment, ESG focus
We specialize in smaller institutions.
AlphasFuture works with endowments and foundations with assets under $50M — organizations that deserve the same quality of investment advisory that larger institutions receive, but are often overlooked by bigger firms. We give you dedicated, high-level attention at every stage.
We design asset allocation strategies that balance long-term return objectives with your spending policy — ensuring your portfolio grows sustainably without compromising distributions.
We produce board-ready performance reports and presentations that translate complex portfolio data into clear, accessible narratives — helping trustees fulfill their oversight responsibilities with confidence.
We draft and review your Investment Policy Statement from scratch — establishing clear governance, return objectives, risk tolerances, and asset allocation guidelines that protect the institution and guide every investment decision.
We begin with a thorough review of your institution's mission, financial situation, existing policies, spending needs, and governance structure.
We establish or refine your IPS, define investment objectives, and design a strategic asset allocation aligned with your long-term goals and constraints.
We implement the approved investment strategy with discipline and transparency — selecting managers, constructing the portfolio, and establishing reporting infrastructure.
Regular performance reviews, board reports, and committee presentations keep your institution informed, accountable, and on track with its investment mandate.
Smaller endowments and foundations often receive junior-level service at larger firms. At AlphasFuture, you work directly with our founder and CIO — bringing senior-level expertise to every aspect of your investment program.
As a fee-based RIA, we are legally obligated to act in your institution's best interest at all times. No product sales, no conflicts of interest — just objective, fiduciary-grade advice aligned with your mission.
For foundations and endowments with sustainability or values-based mandates, we offer ESG-integrated portfolio solutions — drawing on the same research framework behind our ImpactAlpha strategy.
Schedule a complimentary consultation to discuss your institution's needs.
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