HELP WITH SERVING MY NONPROFIT
“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.
Other Money Moments
DO I NEED A FINANCIAL ADVISOR?
ADVICE FOR ACCESSING MY TRUST
HELPING WITH SERVING MY NONPROFIT
CONSOLIDATE MY MULTIPLE ACCOUNTS
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