We leverage our extensive experience working with foundations and institutions to advise and guide their respective boards and provide feedback on their Investment Policy Statements.
The Laith Khalaf Wealth Management Group understands how important it is to work hand in hand with the finance committee. We collaborate on a strategy and regularly update the committee on market conditions and the progress of the portfolio.
Our goal is to create and clearly articulate the appropriate strategy that evolves with the mission and size of the organization.
> Let’s start a conversation
> Let’s start a conversation