Not for Profit Organizations

Investment Management Services for Not-for Profit Institutions

Investor Solutions provides non-profit organizations with an investment approach that seeks to maximize returns, reduce overall costs, improve administration and meet organizational goals and mission accomplishment.

Whether funding a long term endowment, building a new medical wing, providing community education or bringing a symphony to the forefront, we collaborate with the Board or Investment Committee to prepare an investment policy (IPS) that is tailored to the needs of the organization. We do this by providing you access to quality investments with the lowest costs and fees.

As your investment manager, we don’t just serve as a provider but as a partner when it comes to helping you meet your fiduciary responsibilities.

Why Investor Solutions?

Academic Strategy with Practical Implementation

• Model the risk-return profile of portfolio to meet organizational objectives
• Progressive Investment Strategy with Disciplined Execution

Fiduciary Culture & Compliance

• Decisions made exclusively in the best interest of the organization
• Absolutely no conflicts of interest
• Fee only Compensation; no commissions or fees from any company

Value Added Services

• Risk Assessment
• Account Monitoring
• Continuous Advice
• Account Rebalancing
• Monthly Performance Reporting
• Communication
• Custodian Selection

To request more information about our Not for Profit Organization Investment Services, click here.

For additional information, please reference our Fiduciary Library

Also see our Pension Articles in our Knowledge Center.