Services
Institutional Advisory Services
Rembert Pendleton Jackson offers investment advisory services to non-profit organizations and private family foundations. These institutions are created for the benefit of the industry/community they serve or society as a whole. Their financial goals and objectives are diverse. Prudent investment processes are critical to sustaining their mission on a current basis and, in some cases, in perpetuity. The Board of Directors and Executive Officers of these institutions have a fiduciary responsibility to manage the organization's investable assets with reasonable care, skill and caution.
We assist the Board in fulfilling their fiduciary duty by providing investment advisory and management services in accordance with the institution's Investment Policy Statement (IPS). A comprehensive IPS documents an investment process that helps the organization to sustain the founder’s intent, organizational purpose and giving goals.