Sound financial stewardship for mission-based organizations is as imperative as it is for any other enterprise. Maintaining adequate liquidity, predictable cash flow, and durable asset growth are essential requirements to ensure the viability of your nonprofit’s operations and legacy well into the future. The environment in which today’s nonprofit management teams must operate is increasingly complex and dynamic. Board members face daunting fiduciary responsibilities as they seek to execute their duties.
Our institutional process is focused on accomplishing the stated goal while educating the fiduciaries responsible for plan oversight. Years of experience in institutional consulting affords us unique perspective into problem solving and creating a framework to deliver customized results.
Services We Provide
• Foundation, endowment and planned giving • Fiduciary compliance consulting • Spending policy consulting and development • Investment policy consulting and development • Strategic asset allocation studies • Manager search and selection • PRI and MRI analysis • Custom performance reporting • Ongoing investment manager due diligence • Custody and trustee searches