Investment Management for Nonprofits and Private Foundations
We help mission-driven organizations manage their assets with transparency, discipline, and a fiduciary standard of care.
Nonprofits face complex decisions to fulfill the missions of their organizations; many of those decisions revolve around the management of their assets.
We specialize in non-profit investing, aiding foundations and endowments with research, consulting, and custom investment solutions to advance their missions. Working with boards, investment committees, or CIOs, we assist with the quantitative and qualitative review of investments and construct portfolios suitable for their unique risk and goals.
The Investment Program Every Nonprofit Deserves
A sound investment program is key to maximizing your financial resources so you can further your mission. Your investment program is built on 3 pillars - Governance, Investments, and Communication.
Governance:
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Investment policy statement development and review
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Ongoing education of existing and new board members to promote continuity of investment process and strategy
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Donor coordination, support, and education
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Coordination with tax professionals for Form 990 filing
Investments:
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Establish the purpose, needs, and risk capacity of your funds and help board members reach consensus on investment decisions
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Develop Asset Liability Models (ALM) assessing allocations relative to strategic goals and liabilities
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Evaluation of strategies for both prefunded and fully funded projects
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Portfolio construction focused on broadly diversified low-cost investment vehicles and advisory fees
Communication:
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Proactive reporting and administrative support
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Participation in investment committee and board meetings
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Commentary on economic and investing climate to provide context for decision-making
Our Commitment
As a fiduciary, Altruist Planning always acts in your best interests and operates with a transparent, flat, low fee structure so your oversight group knows exactly how much you are spending on your investment program.
