Nonprofits are focused on executing their mission and need an investment advisor that understands and prioritizes their goals and operates within their risk tolerance guidelines.
They are also faced with navigating a variety of investment challenges, including historically low interest rates, increasingly demanding regulatory requirements, volatile economies and financial markets, and the proliferation of complex investment strategies and alternatives.
We work with our Nonprofit clients to understand their specific investment, operational, distribution, and capital preservation goals. We seek to tailor an investment solution for foundations/endowments, employee retirement plans, and operating assets that aligns with their mission.
Objectives
Nonprofits are focused on executing their mission and need an investment manager that understands and prioritizes their goals and operates within their risk tolerance guidelines.
They are also faced with navigating a variety of investment challenges, including historically low interest rates, increasing demanding regulatory requirements, volatile economies and financial markets, and the proliferation of complex investment strategies and alternatives.
Common objectives our clients convey include:
√ Having sufficient capital to operate effectively while maximizing return on short-term balance sheet assets.
√ Investing within certain responsible investing guidelines.
√ Growing assets, but with a focus on portfolio preservation and defensive risk management.
Solutions
We work with our Nonprofit clients to understand their specific investment, operational, distribution, and capital preservation goals to tailor an investment portfolio that aligns with their mission.
Common solutions for our clients include:
√ Customized cash portfolios with maturities matched to scheduled disbursement dates.
√ Diversified investment portfolios that emphasize quality, portfolio preservation, and risk-adjusted returns.
√ Crafting a responsible investing fixed income strategy that conforms to their investment policy statement.