Trustees, investment committee members, senior management, and other individuals who collectively act as Investment Stewards of nonprofit organizations face distinct challenges and opportunities. The White Oak Group is well positioned to serve you in three critical areas:

Risk Management

Helping you develop, implement, and review an investment policy that embodies the principles and standards of prudent investment management. This includes, but is not limited to: establishing risk, return and time horizon parameters; diversification and rebalancing guidelines; due diligence criteria for selecting investments; and procedures for controlling and accounting for investment expenses and monitoring performance.

Professional Development for Fiduciaries and Staff

Helping you understand and carry out roles and responsibilities consistent with your duties, governing instruments, and fiduciary best practices. This includes but is not limited to: education of socially responsible investment strategies; alternative and non-traditional investment strategies; and policy, procedural, and regulatory review and development.

Oversight & Communication

Helping you understand your choices regarding investment strategies and the types of investment choices available to you in a thorough and thoughtful manner; helping you review investment performance and compare your performance to appropriate index, peer group, and investment policy objectives; and helping you review qualitative factors unique to your organization.

Collaborative Process

That is why we draw upon the expertise, experience, and resources of a team of specialists from non-brokerage affiliated business lines offered through Wells Fargo Bank, N.A., including but not limited to Philanthropic Services, Institutional Outsourced Chief Investment Officer, Real Estate Asset Management, and Closely Held Asset Management.  Our colleagues will work with you and your legal, tax and accounting, and other advisors to develop and implement strategies and solutions designed to meet your objectives.