“I serve on the financial committee of a local nonprofit. We have been concerned with our finances and are doing a major reevaluation of our current investments and governance process. Can you help us evaluate our investment policies and review our investments?”

With years of experience in serving nonprofits and the resources of one of America’s leading financial firms at our disposal, we are well positioned to assist you with insightful investment guidance – from strategy development and investment research to customized performance reporting and oversight.

We can help ensure that your plan continually serves your institution’s needs and goals over time, and adheres to fiduciary standards and regulations. We can work closely with your management team and investment committee, as well as your organization’s other professional advisors – such as trustees, attorneys and CPAs.

This is a hypothetical example for illustration purposes only.

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Gold is subject to the special risks associated with investing in precious metals, including but not limited to: price may be subject to wide fluctuation; the market is relatively limited; the sources are concentrated in countries that have the potential for instability; and the market is unregulated. Investing in oil involves special risks, including the potential adverse effects of state and federal regulation, and may not be suitable for all investors. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.