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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

We specialize In...

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Investing your organization’s assets

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4 min read
Independence and objectivity: What incents your investment advisor to act in your best interest?
When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
John Lesser Wealth Management
Article May 29, 2018 4 min read
This is one retirement saving strategy your boss probably won't support
Michael Krucker
Article April 27, 2018 1 min read
Culture: If it's not broken, how can you fix it?
Article December 21, 2017 4 min read
Five steps to a financial wellness plan
Article August 15, 2017 3 min read

Wealth Management news and events

Wealth Management News and Events image
1 min read
John Lesser named one of Barron's "Top 100 Independent Financial Advisors"
Congratulations to our own John Lesser who was named to Barron’s list of America’s “Top 100 Independent Financial Advisors” for the 12th consecutive year. Read more on Barron’s.
Article September 20, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article September 18, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article August 14, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article July 19, 2018 1 min read

Digital transformation & strategies

How technology can transform your business
2 min read
Digital transformation in the middle market
Headlines on digital disruption tend to favor B2C startups and tech giants, but what’s the opportunity for mature, midmarket businesses? Good news: Practical strategies and digital opportunities abound.
Dennis Bagley
Article August 1, 2018 2 min read
Must-consider technologies to disrupt your status quo
Dennis Bagley
Article April 28, 2018 4 min read
Why you need to understand AI to stay competitive
Dennis Bagley
Article July 19, 2018 4 min read
Industry 4.0: Adopt smart technologies for a competitive advantage
Dave Plomin
Article January 26, 2018 5 min read

Productivity & performance

People and process The power behind your business
5 min read
Get smarter: AI for manufacturing and distribution
AI can raise the IQ of your plant and supply chain to improve quality and efficiency, lower costs, and enhance competitiveness. Here’s how.
Daron Gifford
Article July 12, 2018 5 min read
Data-rich, information-poor: Leverage your data to improve costing
Jon Wood
Article September 19, 2018 5 min read
Crisis communication: Five steps to engage stakeholders
Tim Weed
Article September 19, 2018 3 min read
Industry 4.0: Adopt smart technologies for a competitive advantage
Dave Plomin
Article January 26, 2018 5 min read

Navigating changing regulations

How changing regulations affect your business image
2 min read
Why auto suppliers need war game thinking on NAFTA
Auto suppliers are wondering what to do amid the possibility of a renegotiation of NAFTA. While a reboot of the agreement could take months or years, Daron Gifford urges auto executives to analyze business scenarios today.
Daron Gifford
Article April 25, 2017 2 min read

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
  • Endowments should rethink the 5 percent rule
    For decades, most endowments and foundations have lived by the five percent payout rule, safe in knowing that such prudent spending safeguarded their financial health.
    Mark Dixon Wealth Management
    Article May 5, 2017 3 min read
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  • 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 Stephen Eckert
    Article March 7, 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 1, 2017 4 min read
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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.