5 Signs Your Nonprofit Is Ready to Hire an Investment Advisor
A nonprofit is usually ready to hire an investment advisor when more than one sign appears rather than after a single event. Reserves may have grown, the investment policy may have fallen behind, committee members may have changed, or the person managing the portfolio may have been doing so informally for years. Any one of these can be managed for a time, though together they often indicate that the organization’s investments have outgrown the oversight structure around them.