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