Investor

Investment Management Services for Not-for Profit Institutions

Investor Solutions provides not for 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, bringing a symphony to the forefront, whatever the civic or charitable goal, 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 a partner when it comes to helping you meet your fiduciary responsibilities. Why Investor Solutions? We bring to the table some very unique qualities.

Total Independence

• No proprietary products, Best of Kind chosen
• No production quotas or outside influences
• Financial Integrity

Fiduciary Services

• Written co-fiduciary status & fiduciary consulting
• Fiduciary Education for Board Members
• Reduce liability & assist in full compliance of rules, regulations

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
• Cash Management
• Communication
• Custodian Selection

To find out more about our Not for Profit Organization Investment Services, fill out the Request for Information form here.