The Power of a Fiduciary Partner

In addition to supporting the actual mission of their organizations, board and committee members of nonprofits face a bewildering cloud of concerns, such as asset allocation, spending rates, portfolio risk, board and committee turnover, fiduciary compliance, mission-aligned investing, and cost efficiency, to name a few.

Our team has more than 30 years experience working with endowments and foundations and we serve on nonprofit boards ourselves, so we understand these concerns. To help meet these challenges, we serve as Fiduciary Partners to our nonprofit clients. That means two things. First, we oversee all aspects of investment portfolios for nonprofits, acting as Outsourced Chief Investment Officer. Second, we provide continuous advice to board members on all the other issues that can impact an organization’s success through what we call fiduciary planning.

Investment Solutions

Outsourced Chief Investment Officer

Our disciplined investment process combines the objectivity of a consultant with the agility and accountability of a discretionary manager. Our services include:

Developing long-term fixed portfolio allocations to meet organizational goals and objectives
Overlaying tactical asset allocation to add returns and manage risk
Portfolio construction and ongoing management using a combination of passive investment ETFs and high-conviction active managers
Incorporating board preferences for Environmental, Social, Governance/Socially Responsible principles
Selectively including private investments based on analysis of time horizon and liquidity needs

Fiduciary Planning

We act as partners to board and investment committee members, and we provide continuous guidance to an organization even as board and committee composition changes. Topics include:

Modeling of long-term spending policies
Board education
Governance issues
Nonprofit best practices
Uniform Prudent Investor Act and other fiduciary requirements
Investment Policy Statement creation or evaluation

Our Services

Contact us to learn more about how we can help your organization achieve its mission.

Helpful Insights

Insight

Consider “Charitable Gift Bunching” to Maximize Your Impact

With Giving Tuesday upon us, and the backdrop of local reminders that many people are in need of extra support, this seems like a perfect time to consider philanthropic goals and take a moment to review or design a giving plan.

Insight

Timeless Truths in Today’s Market

October lived up to its historical reputation as the most volatile calendar month, with wide market swings in both US and international stocks. The factors weighing on the markets aren’t new, so we thought it would be helpful to offer what we believe are some timeless truths for any market investor.

Insight

Litman Gregory Team Announcements

We are committed to providing a deep team of experienced professionals to support our clients’ financial success in the decades and generations to come. We are excited to share news of advancements and expansions within the Litman Gregory Client Management team.