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

Making Sense of Equity Compensation

Equity compensation can be a key contributor on your path to financial independence. While only scratching the surface of this topic, in this article we highlight how we can help you navigate the nuances and complexities of equity compensation.

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Three Starter Plans for College Saving Strategies

Every family’s education planning situation is different, so taking time to optimize your funding sources and savings vehicles is time well spent. In this article, we cover three starter strategies to help save for college expenses. And because your situation is unique, please work with your Advisor to create a customized strategy.

Insight

Managing Risks as Uncertainty Continues

There is wide range of potential outcomes for global economies and markets, but we’ve seen recession risks rise recently. We are making incremental adjustments to our clients’ portfolios, such as adding more to “safe haven” bonds like Treasuries.