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Non-profits & Foundations

Intro

Our Services

Getting Started

Investment Products:

Not FDIC Insured
No Bank Guaranty
May Lose Value

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Non-profits & Foundations—Our Services

Combine Investment Consultant and Investment Manager Responsibilities

In a role similar to that of an investment consultant, we are responsible for constructing asset allocation models and performing in-depth manager due diligence. As the investment manager, we implement all investment decisions and are fully accountable for the results.

Define Investment and Risk Objectives

We work closely with investment committee members to define realistic investment objectives and risk guidelines that support the goals of the organization.

Implement and Adhere to Investment Policy Guidelines

We implement and monitor the most appropriate risk/return strategy for the portfolio. We outline the specific investment objectives, asset allocation ranges, and performance benchmarks in a detailed Investment Policy Statement. This document serves as the guide for ongoing investment decisions, and is reviewed and revised as the organization's needs change.

Provide Performance Benchmarks

We establish a performance benchmark appropriate to the selected portfolio strategy. Reviewing performance against this benchmark allows our clients to measure the value we add.

Participate in Committee Meetings

We are available to participate in investment committee meetings to review the portfolio and provide investment market updates as needed.