Charitable and not-for-profit organizations play a pivotal role providing services integral to the Canadian experience. That's why the Fenske Wealth Management Group is committed to helping your organization provide its essential services well into the future.
Investing and Investment Management
The first step we take in helping you invest in accordance with the short- and long-term objectives of your organization is to draft an investment policy statement in order to address issues specific to your organization. Your formal investment policy statement serves many purposes, including:
- Listing how your organization’s funds should be invested
- Providing a record of your organization’s philosophy, objectives, constraints and operating principles
- Supplying a disciplined approach to investment strategy and day-to-day decision-making
- Helping your organization meet its fiduciary responsibilities
- Having created an investment policy statement, the next step in the investment process is to build and monitor your portfolio.
We offer a broad range of services, including:
- Investment strategy and portfolio structuring
- Discretionary and non-discretionary portfolio management
- Proprietary and non-proprietary solutions
- Security research and selection
- Regular portfolio reviews to ensure compliance with stated investment objectives
- Formal investment review meetings
- Quarterly investment commentaries
- Facilitating donations of securities
- Assistance with socially responsible investing
Explore how we can meet your organization’s needs:
Custody and Administration
Planned Giving
Executor/Liquidator and Trustee Services
To learn more about Charitable Giving, contact us for the Charitable Gift Program brochure.
Sheyne Fenske | B.Sc., FCSI, CIM, FMA
Portfolio Manager
