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Foundations & Endowments

Plante Moran Financial Advisors offers deep-rooted expertise and resources for endowments and foundations providing investment, fiduciary, and risk management services to align with your unique organization’s goals.

With a rich understanding that nonprofit organizations sustain purposeful responsibility for prudent investment stewardship and fiduciary oversight, our experienced team of investment consultants is supported by one of the largest not-for-profit audit, tax, and consulting firms in the country, Plante Moran*. We customize solutions for your organization by reviewing your financial statements, spending policies, cash reserves and operational dependencies, risk tolerances, liquidity needs, and other ongoing commitments.

Our services include: asset allocation development and investment policy design, manager search, selection, and oversight and ongoing risk management. We provide independent, unbiased investment recommendations and find the right balance between meeting cash flow requirements for current commitments and supporting growth to help achieve long-term goals. Working alongside you, your executives, and investment committee members, we focus on constructing a disciplined investment program designed around your current needs and future goals.

*Plante Moran was ranked 1st of 200 CPA firms by assets under management — Accounting Today, June 2016

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Investing your organization’s assets

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Five steps to a financial wellness plan
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A strategic view to maximize returns
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Beltway uncertainty and what it means for the economy and investors
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May 2017 market perspectives
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Wealth Management news and events

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2 min read
Wealth Management leaders, Mandy Chardoul and Cheri Stein, are elected partners of Plante Moran
On behalf of Plante Moran Wealth Management, we are pleased to recognize Mandy Chardoul and Cheri Stein as our newly elected partners at Plante Moran.
Mandy Chardoul Wealth Management
June 27, 2017 2 min read

How technology can transform your business

How technology can transform your business
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ERP dirty dozen: 12 signs your business needs to replace its ERP system
Your ERP system needs to evolve in response to market pressures and business changes. System limitations can affect ROI, efficiency, performance, and your overall business strategy. These 12 signs suggest it's time to assess the situation.
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Cybersecurity: Taking aim at a fast-moving target
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Understanding & planning your cloud strategy
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Cutting through the data analytics hype
Webinar May 02, 2017 60 min watch

Productivity & performance

People and process The power behind your business
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Top five skills for next generation leaders

Next generation leaders need to focus on key skills to connect with coworkers and their organization. Are you utilizing the best approach to ensure sustainable success as a next generation leader?

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Navigating changing regulations

How changing regulations affect your business image
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Why auto suppliers need war game thinking on NAFTA
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Foundations and Endowments Thought Leadership

  • A strategic view to maximize returns
    Investment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
    Mark Dixon Wealth Management
    Article May 25, 2017 1 min read
    Woman looking out window
  • Tackling tax reform: Answers to three burning questions
    Should you wait until tax legislation is enacted to plan? In a word, no. There are several action items to consider now.
    Michael Monaghan
    Article March 07, 2017 3 min read
    Image of people raising their hands in a classroom
  • Plan sponsors should beware the managed account default option
    The world of 401(k) and 403(b) retirement plan sponsors has been somewhat nightmarish in recent years, marked by countless lawsuits over fees paid by participants for investment services. Now, those hoping to avoid being the next company in the headlines for the wrong reason are having to undertake a comprehensive audit of every fee charged to participants.
    Mark Dixon Wealth Management Susan Shoemaker
    Article March 01, 2017 4 min read
    Curve ahead sign
  • The most important function of a nonprofit board: Development and fundraising
    Is your not-for-profit board tied closely to your fundraising and development strategy? Here are some ideas to help you more effectively deploy your board members and their contacts.
    John R. Bebes
    Article January 30, 2017 2 min read
    Two people over coffee

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Our Institutional Investment Team

The greatest value we provide to clients is our team of professionals. We enter into each relationship with the intention of serving as a trusted advisor to our clients’ executives, boards, committee members, and owners and know earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your organization’s goals.

 

Contact Us

Mark Dixon CPA, CFP®, CIMA®, Partner, Plante Moran Institutional Investment Consulting Practice Leader