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Our team of financial advisors provide a modern, efficient, approach to investing nonprofit and association reserves, endowments and retirement plans. Our services include:

OUR NONPROFIT SERVICE OFFERINGS INCLUDES:

PORTFOLIO
MANAGEMENT

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INVESTMENT
POLICY CONSULTING

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RETIREMENT
PLAN ADVISORY

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PORTFOLIO MANAGEMENT

We are a full service investment adviser whose core services are outlined below.

Policy Support
  • Investment Policy Statement development and ongoing review
  • Policy compliance monitoring
  • Environmental, Social, & Governance (ESG) / Socially Responsible
  • Investing (SRI) policy consulting and implementation
Investment Management
  • Full-service adviser, functioning as an ‘Outsourced CIO’ and acting as a fiduciary
  • Custodial Due Diligence
  • Comprehensive portfolio management (asset allocation, fund or manager selection, and ongoing trading and maintenance)
  • Cash-flow management
Reporting & Client Communication
  • Custom reporting including market commentary and forecasting
  • Finance Committee or Board training and orientation
  • Custodial Support—Acting as a liaison with client custodians for account maintenance and updates
RETIREMENT PLAN ADVISORY

As the adviser to your retirement plan, RIA will:

• Consult with respect to plan design and the eve changing legal and retirement plan compliance landscape

• Support your organization’s fiduciary responsibility by drafting an investment policy statements and working to ensure that the plan operates within the policy guidelines

• Implement a prudent due diligence process in the selection of plan recordkeeping and administration vendors (platform providers)

• Implement a prudent process to select and monitor suitable investment options for plan participants

• Provide customizable participant education and direct one-on-one personal advice to help the participants achieve their long-term retirement goals

INVESTMENT POLICY CONSULTING

We provide hourly consulting engagements for nonprofits & associations. We can tailor engagements based on your unique needs and timeline. Our most popular engagements are outlined below.

  • Investment policy statement development
  • Reserve/Spending policy development
  • Consolidated Reporting & Benchmarking Assessment
  • Board or Finance Committee education
  • Investment adviser search/RFP consulting

Are you an individual investor?

Click here to learn more about RIA’s services for individuals & families.
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