Not-for-Profit Organizations

Our wealth management team can relieve the challenge of financial planning and help your foundation, charitable or not-for-profit organization focus on its core mission.

Enlisting the professional expertise of an investment advisor can reduce the influence of personal biases in your organization’s investment management. We help articulate and establish a well thought-out investment policy statement that best aligns with your organization's values.

 

Working with you on a one-on-one basis, we can help:

 

· Develop an investment strategy that meets your organization's unique goals and guidelines.

· Supply a disciplined approach to administer your organization's day-to-day investment management decisions while establishing and achieving realistic long-term goals.

· Customize reporting options to help your organization meet legislative restrictions.