Non-Profits and Foundations

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Committees. Conference calls. Conventions. All to raise awareness for your cause and to develop and maintain vital donor relationships. Plus, there are investments to manage for a more significant long-term impact. For that responsibility, these are common questions:

“How do we know if our investments are allocated appropriately?”

“Do we have a sound Investment Policy Statement for the assets under our care?”

“Are we incorporating proper risk management strategies with trusted counsel?”

It says a lot that you’re on of an investment committee – even more that you’re looked upon as a trusted steward by your peers. If you are uncertain … or simply curious about the composition or direction of these investments, we’re happy to offer a complimentary review.

In the end, we believe it’s about leadership, accountability, and collaborating with a well-rounded team to help make a positive difference for others.

How can we help you move the needle forward?