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