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, 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.