BECOMING A CLIENT: For Institutions

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Institutional investors and business owners require specialized expertise.

Organizations like yours face unique financial and sustainability challenges that set them apart from individual investors and require a specific kind of expertise.

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Foundations and Endowments

1.

  • Understand charitable mission
  • Advise board/trustees on financial best practices
  • Align funds to support strategic priorities

2.

  • Create/review Investment Policy Statement (IPS)
  • Align spending policy to balance liquidity needs with long-term mission
  • Match investment restrictions with mission
  • Develop appropriate financial benchmarks

3.

  • Consult with development team regarding donor giving strategies
  • Report results to maximize donor appeal
  • Achieve long-term financial equilibrium and mission
  • Fulfill board fiduciary obligations
Retirement Plans (401(k), 403(b), Defined Benefit, 457, SEP-IRA, SIMPLE)

1.

  • Engage plan trustees and understand business and plan goals
  • Plan selection, design, and review
  • Develop plan calendar and fiduciary files

2.

  • Create/review plan Investment Policy Statement (IPS)
  • Educate employees to maximize plan benefits
  • Advise Investment Committee on fund lineup

3.

  • Vendor review and plan benchmarking
  • Simplify operation of plan
  • Review fiduciary coverage
Businesses

1.

  • Identify goals and objectives
  • Business succession planning
  • Business strategy

2.

  • Retirement plan advisory
  • Sale of business evaluation
  • Realization of business value

3.

  • Business growth and profitability attainment
  • Sustainability of business
  • Risk minimization

Types of Clients We Work With:

  • Hospitals
  • Churches
  • Service Organizations
  • Land Trusts
  • Private Schools
  • 401k & 403b Retirement Plans

Why your organization needs an (IPS) Investment Policy Statement.


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On the Air!

"You & Your Money"
with Chief Goal Strategist, Jim Zahansky, AWMA® & GaryO of WINY 1350AM


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