Not-for-profit

Our team has spent years working with the not-for-profit sector, so we understand first hand the responsibility of board members and leadership teams. We also appreciate some board and committee members may be new to overseeing third-party investment mandates. We provide essential education on sound governance and effective money management for non-profits. Our approach includes:

• Collaborative development and review of an investment policy with your board and audit committee

• Guidance on fiduciary responsibilities and establishing robust governance practices

• Assistance in crafting a tailored investment program that aligns with your organization's goals

• Active participation in investment committee board meetings upon request

• A clear timeline outlining the next steps and a documented transition plan for seamless implementation

We understand that non-profit organizations are vital visionaries in our communities. Our goal is to offer a structured roadmap that enables these organizations to achieve more with their resources, ensuring their financial strategies are as impactful as their missions.

IPS Development

An investment policy statement (IPS) is a valuable tool for helping guide investment decisions that support an organization's mission and values, delegating investment authority while maintaining responsibility. 
 

Cash Flow Planning

Receive an analysis of your current cash flow position and a cash flow plan to help appropriately allocate your budget, provide strategies to prevent cash shortages, and identify and respond to potential surpluses.
 

Prudent Risk Management

All opportunities come with some degree of risk. The IPS we develop for your organization outlines the potential risks and risk mitigation strategies to help you make informed business decisions.
 

Investment Management 

Once we create your organization’s investment program, we collaborate with our in-house investment committee to turn their insights into actionable advice to ensure your financial objectives are being met.
 

Customized Reporting 

We provide reporting tailored to your organization’s specific needs, ensuring all decision-makers are aware of the progress being made in the manner and timeframe that suits everyone best.
 

Collaboration with Board/Management Team 

There is strength in numbers. We are well-versed in collaborating with our extended team of wealth management professionals as well as an organization’s management team to ensure governance, plans, and processes are followed and agreed upon.