Investing For Non-Profits
Your non-profit organization's most important job is carrying out its mission. Let us focus on your investments.
Whether it be a foundation, endowment or general assets, we provide expert investment solutions for non-profits of any size and stature.
Our team has an extensive history of working with non-profit board members and investment/finance committees to aid in building and maintaining investment strategies, investment policies and spending policies. Highlights of the guidance we provide our non-profit clients include:
- Evaluate and recommend modifications to existing Investment Policy Statements (IPS)
- Assist in creating, drafting and adopting an IPS
- Assist in creating, drafting and adopting a Spending Policy
- Determine investment strategies to satisfy the organization's specific investment goals
- Practice an investment management style designed to minimize downside risk
- Aid in regulatory and compliance monitoring
- Provide customized reports to satisfy the organization's specific needs
One of our greatest assets is our community. Let's partner together to build your long-term strategy.