Institutions and Non‐Profits

The Board of Directors and Executive Officers of non-profit organizations have a fiduciary responsibility to manage their organization's investable assets with reasonable care, skill and caution.  Prudent investment processes are critical to sustaining the organizational mission – both on a current basis and in perpetuity.

Our services include:

  • Developing and/or enhancing financial governance documentation, including:
    • Investment Policy Statement
    • Reserve Policy
    • Withdrawal and Spending Policy
    • Conflict of Interest Policy
  • Assisting with the creation of guidelines that are unambiguous and measurable
  • Guiding all participants through the investment decision making process
  • Implementing investment strategies
  • Regular monitoring of investment portfolios for performance and conformance to IPS guidelines