Non-Profits / Endowments / Foundations
The proper management of a small to midsized non-profit institution can be quite challenging. Your staff and board members may be experts in your core mission but may not be familiar with the intricacies of investing a substantial reserve or endowment.
We can assume the prudent management of your investment portfolio while simultaneously helping you fulfill your fiduciary duty. Below are just a few of the essential investment goals we can perform to put you on the path toward achieving your non-profit mission:
- Create or revise an investment policy statement (IPS)
- Develop asset allocation targets
- Determine an appropriate spending policy
- Implement an environmental, social and governance (ESG) mandate