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

The Expansion of Our Team

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

Investment Key Takeaways—First Quarter 2020

The first quarter of 2020 has been an extraordinary period in U.S. financial market history across numerous dimensions. In this post, we summarize key takeaways from the longer commentary including market reactions, outlook on a recession, and investment opportunities presented as we look ahead.

2 days ago

Insight

Commentary from Our CIO—First Quarter 2020 Review & Outlook

We are living through a period in history none of us will ever forget, with unprecedented market volatility and global reaction to a viral pandemic. In this quarter’s commentary, CIO Jeremy DeGroot discusses the factors affecting financial markets today, key drivers going forward, and more.

2 days ago

Insight

Replay: Market Update Webinar

Chief Investment Officer Jeremy DeGroot provides insight into Litman Gregory’s views on the economic and market environment, our investment outlook, and how we are managing client portfolios during this time of uncertainty and volatility.

3 days ago