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

Why is the Market Going Up When Economic News Looks Grim?

Our clients, and investors broadly, have been asking this important question: How do we reconcile the recent stock market gains, particularly in the United States, with the poor state of the current economy and the weak outlook? In this post, we explain the variables that impact investor behavior and respond to why financial markets can rally in the face of negative news. 

Insight

Gretchen Hollstein Named to 2020 Forbes Top Women Wealth Advisors List

We are pleased to share that Litman Gregory Senior Advisor and Principal Gretchen Hollstein, CFP® has been named to the 2020 Forbes Top Women Wealth Advisors list.

Insight

Taking Action in a Time of Uncertainty

In our role as wealth advisor, we take seriously our responsibility to help guide thoughtful decision making and wise action. Although we face much uncertainty in the current environment, there are a number of steps we can confidently take to create positive financial impact. We review seven of the more common actions we are recommending to our clients today.