Introduction 

As Trustees and Decision Makers, we understand your role and responsibilities as two-fold:

  1. Oversee the overall objectives of  your organization to ensure they achieve their mission 
  2. Develop & Adhere to a Governance System
  •  Establish Structure & Discipline
  •  Prudently Manage the Investment Process

We provide  Outsourced Chief Investment Officer (OCIO) services to non-profit organizations such as churches, private foundations and charities. We take the time to understand your unique circumstances, financial goals and risk appetite before tailoring solutions.Through a carefully structured investment policy statement, we customize investment portfolios to reflect each non-profit organization with their specific requirements, income goals and ethical principles.

Our Services 

CIO - Investment Management

  • Management, Analysis, Review
  • Investment Policy Creation
  • Manager Selection
  • Manager Review
  • Asset Monitoring & Review
  • Due Diligence

CFO - Financial Administration

  • Asset Location
  • Investment Philosophy
  • Tax Compliance
  • Financial Controls
  • Financial Reporting

Fiduciary – Trusteeship

  • Family Governance
  • Multigenerational Planning
  • Trust Administration & Communication
  • Philanthropy Management
  • Education, Mentoring

CAO - Back Office Support

  • Accounting
  • Reporting
  • Internal controls & Compliance
  • Technology

How can we help?

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