Have you reviewed your Investment Policy Statement lately? A clearly articulated Investment Policy Statement (IPS) helps meet your fiduciary obligations and acts as a roadmap for oversight of your organization’s assets.
We're investment advisors for nonprofits. Questions about your investment program?
We'd be happy to be considered as your investment partner.
We're investment advisors for nonprofits. Questions about your investment program?
Have a quick investment question?
Submit a question and a nonprofit advisor will respond promptly.