
Endowment and Investment Office
Endowment and Investment Office
The endowment provides meaningful funding that directly benefits Principia students and faculty—from financial aid and classroom innovation to athletic programs and campus care. Managed with a long-term perspective, it serves as a dependable source of support for both campuses, ensuring that Principia has the means to deliver a strong, accessible educational experience remains strong and accessible for years to come. These funds are not spent directly; instead, a portion of the investment earnings is used each year, while the principal remains intact. Because most endowment gifts are restricted by donor intent, they can only be used for the purposes originally designated, ensuring long-term, mission-aligned support.

Principia’s endowment is a cornerstone of financial support for both the College and the K–12 School, providing essential funding each year for academic programs, student opportunities, and daily operations. Because Principia relies on a larger portion of its endowment than many peer institutions, thoughtful stewardship and strategic allocation are especially critical. Effective management ensures that the endowment not only sustains immediate needs but also strengthens the long-term vitality of the community, allowing Principia to pursue its mission with stability and purpose.
A gift to the endowment doesn't get spent once — it works continuously. Each dollar is invested, allowing it to grow over time and generate annual support for students, faculty, and programs. That means a single contribution can provide meaningful impact year after year, creating lasting value far beyond its original amount.
Endowment performance isn't about short-term market swings. We evaluate success over long-term, rolling periods to ensure the portfolio can support the institution consistently across generations. This long-horizon perspective helps us stay disciplined, stable, and focused on sustainable growth.

Our investment approach reflects a commitment to both prudence and progress. We employ a multi-asset portfolio designed to generate steady growth while protecting capital against market volatility. This includes investments in public equities, private markets, fixed income, and alternative assets. Our approach incorporates modern risk management tools and a forward-looking perspective to provide dependable resources for Principia.
The investment team works closely with governance committees to regularly assess both performance and alignment with Principia’s core values. This strategy embodies the principle of intergenerational equity—using today’s resources responsibly so that future students enjoy the same, if not greater, opportunities for support and enrichment.
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