OUR SERVICES
Helping you achieve your
conservation and financial goals
The EES Model
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Allows the land manager to retain influence on asset management with a customized investment portfolio while providing full transparency
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Removes the need for foundations, big banks, and cookie-cutter financial approach meaning you pay lower fees
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Provides regulators and board members with the comfort of independent third party oversite that understands land conservation and compliance requirements
Our Services
Customized Investment Portfolios
Strategic Financial Planning
Environment, Social, Governance (ESG) & Impact Investing
Endowment Establishment Support
Compliance with Federal & State Regulations
Cash Distributions to Meet Budgeting Needs
Online Reporting & Portal Access
Reporting for Board or External Regulators
Advice on Land Management Budgeting
Who We Serve
EES works with a variety of clients from both the private and public sectors.
The EES Difference
Placing your endowment capital in a big bank or foundation might be your first instinct, but large financial institutions are expensive, and lack transparency in fees and processes.
Foundations usually pool your capital into a fund and can be as bureaucratic as any regulatory agency. No matter how big your project is, you will always be a small client to them.
EES offers a better choice with full transparency in our processes, individualized portfolio management, lower fees, deep environmental knowledge, and customized financial support with your land management needs at the forefront.
