COM Aquatics Endowment Proposal
Your Mission. Our Partnership. Lasting Impact.
About Americana Partners
Americana Partners is a Texas based boutique private wealth management firm managing over $12 billion in assets for families, endowments, and foundations with a dedicated presence in Permian Basin. For the nonprofit organizations we advise, we take a different view of success: not simply investment performance, but above all the long term success, viability, and community impact of the organizations itself.
We are committed to understanding the specific goals and challenges of each non-profit organization we serve, crafting customized investment strategies, and implementing effective solutions that align with their mission and vision. We’re passionate about seeing the organizations we serve thrive and achieve their long-term goals.
Our Approach
Explore our tailored endowment fund management services designed to address the specific financial needs of non-profit organizations and maximize the impact of their philanthropic initiatives.
Investment Policy Statement Development
Before we talk portfolios, we listen. What does COM need from its endowment this year? In ten years? In fifty? We help organizations build Investment Policy Statements rooted in those answers, because a policy disconnected from your mission is just paper. Getting this right is the foundation of everything else..
Mission Driven Investment Management
We don’t invest by looking backward, and we don’t measure success against a benchmark that has nothing to do with your mission. Depending on your needs, we can deploy our firm’s time-tested models or architect a completely bespoke allocation built around COM‘s unique goals.
Cash Flow Modeling & Contingency Planning
We take a liability-driven approach, aligning your portfolio with COM’s real-world spending needs across defined time horizons. Short-term buckets cover immediate obligations. Intermediate and long-term buckets are positioned for growth and the future. And because the future is uncertain, we build contingency plans in advance: liquidity reserves, rebalancing triggers, and clear protocols so the board never faces a crisis without a playbook
Our Impact
At Americana Partners, we’ve spent our careers advising the foundations and endowments that sustain the institutions our communities depend on. It’s work we take personally, because we live here too. Members of our Permian Basin team have served, or presently serve, on the boards of Midland Community Theatre, High Sky Children’s Ranch, Midland Children’s Rehab Center, MCRC Endowment Board, Healthy City, The CS Foundation, One Accord for Kids, and the Midland Memorial Forum. We know what it means to sit in a board meeting and wrestle with decisions that shape an organization’s future. That perspective informs the work we do in a professional capacity as advisors to non-profits.
27+
Endowment & Foundations Funds Managed
$2.4b
Non-Profit Assets Under Advisory
24+
Years of Non-Profit Advisory Experience
Meet Our Local Team
Our team of advisors comprises dedicated professionals with a wealth of experience in endowment fund management and philanthropic advisory. Together, we are committed to delivering tailored solutions and exceptional service to non-profit organizations, ensuring the enduring impact of their philanthropic initiatives.
Michael Johnson, Endowment Advisor
As an experienced endowment advisor, Michael specializes in developing customized investment strategies and governance solutions for non-profit organizations. His dedication to mission-aligned philanthropy drives positive outcomes for our non-profit partners.
Emily Parker, Philanthropic Consultant
Emily brings a wealth of experience in philanthropic advisory, impact measurement, and regulatory compliance. Her strategic guidance and commitment to transparency support non-profits in maximizing the effectiveness of their endowment funds and advancing their philanthropic mission.
Alex Wong, Marketing Specialist
Alex brings a creative flair and strategic approach to marketing initiatives. With a focus on digital marketing, branding, and market research, he helps clients enhance their brand presence, reach target audiences, and achieve marketing objectives
Resource Partners
Being independent isn't just about who we work for—it's about how we work. We select our custodians, technology platforms, and strategic partners based solely on what's best for our clients. Charles Schwab provides institutional custody. Addepar delivers sophisticated reporting. Dynasty Financial Partners offers infrastructure and resources that rival the largest firms. We choose what works best, and we're free to change when the world does.
