Foundations, Trusts and Non-Profits

Is your capital being invested properly? Sometimes your organization’s focus on fundraising and
donations doesn’t allow you to realize how your capital can work harder for you. Foundations
and not-for-profit organizations can also benefit from proper wealth management.

Helping you help others
We build clear, organized plans that safeguard and grow capital for foundations and not-for-profit organizations. Our team of experts can provide you with:

  • Protection of capital.
  • Capital growth for future use.
  • Income generation for disbursements and spending.
  • Analysis of current investment approach and improvements.
  • Customized Investment Policy and Belief Statement.
  • Investment manager selection and monitoring.

Case Study - Providing the tools for success

THE STORY

A foundation was not achieving the returns they required to grant money and cover their administration expenses; a problem foundations and not-for-profits often experience.

THE ISSUE

Unpredictable and insufficient growth, the income generated by the foundation’s portfolio was not generating enough income to meet their granting and administration requirements.

THE SOLUTION

Engaged to analyze the foundation, we discovered that the money managers handling the investments were focused on trying to beat the benchmarks instead of generating the returns to meet the foundation’s needs. We hired managers for the foundation who specialized in the foundation's market niche and provided ongoing due diligence and monitoring. The foundation now profits from smarter investing.

team-susan-latremoille

Susan Latremoille

MBA, FCSI, ICD.D, FEA

Director, Wealth Management, Wealth Advisor

CONTACT SUSAN


  • "IS YOUR WEALTH WORKING FOR YOU?"
  • "WHEN LIFE EVENTS HAPPEN, WHAT HAPPENS TO YOUR WEALTH?"
  • "ARE YOU GETTING THE RIGHT ADVICE?"

Offering Answers to the many aspects of wealth management.