Services for Non-Profits
We understand that investment decisions must be integrated with an organization’s entire financial framework.
- Investment policy statement (IPS) creation & maintenance
- Endowment style money management (open architecture)
- Budgeting and distribution / spending analysis
- Risk management Strategic asset allocation and tactical overlay
- Portfolio liquidity stress testing
- Manager research and due diligence
- Full service banking and cash management
- Tax-exempt and specialized financing
- Collateralized lending