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ORGANIZATIONS

Non-Profits

Organized Labor

University Employees

  

Investment Management and Planning for Non-Profits

YOUR CRITICAL MISSION:

We understand that your mission is critical. Society depends on non-profit organizations to care for the less fortunate, support the creative arts, and improve our health.

PROTECTING AND GROWING YOUR ENDOWMENT:

Non-Profit organizations have special investment needs: growth of their endowment to assure the future, and current income to support today's mission. Planning for the optimum mix of income and growth is critical. So is risk management. Developing a strategic investment plan that will grow your assets, meet legal mandates, and minimize trustee liability are key objectives.

Our approach: develop an investment policy statement in conjunction with a spending plan, test it using Monte Carlo Simulation, and implement it using stocks, bonds, and mutual funds. Our investment process employs a repeatable methodology, utilizing a team of experts who have earned an enviable performance record. To view our performance, please fill out the attached Request Form and we will be happy to provide this information to you. Our current client base includes: Churches, Charities, Hospitals, and Endowment Funds.

CARING FOR YOUR EMPLOYEES:

Non-Profit organizations also are concerned with the management of their employee retirement plans. We offer one of the most attractive retirement plan management systems available. Please click on the "Corporate Services" icon on the home page for more information about participant directed or trustee managed plans.

We are happy to offer discounted management fees to non-profit organizations. Please call us at 734-994-1188 to schedule a meeting with your organization.