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Investment Philosophy
The Three Levers:
Investment management for charitable organizations is about more than just picking a firm or an investment representative that you like. More important, it's about understanding the three levers of charitable investments for your assets:
Inflows
Outflows
Anticipated Rate of Return
Understanding these variables, in turn, add clarity and insight into other factors such as asset allocation, diversification and risk.
Our Role:
We work with various investment firms that have been fully vetted by our firm and our experience. Indeed, we only recommend firms that already understand the unique dynamics of charitable assets and, equally important, will be a good personal match with the leaders of your organization.
Serving from a completely objective perspective, we can assist in the evaluation and selection of a firm appropriate to your unique needs and circumstances. Regardless of your selection, our custody-free gift administration services allow the selection of investment counsel which is right for you without fear of disrupting donor payments.