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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

Group of people working
4 min read
Culture: If it's not broken, how can you fix it?

Many successful organizations take an alternative approach to managing culture change. They focus less on what's toxic and dysfunctional and more on leveraging existing strengths and engaging their most valuable resource — their people — to drive change. Here's how.

Steve Gravenkemper Ph.D.
Article December 21, 2017 4 min read
Five steps to a financial wellness plan
Article August 15, 2017 3 min read
Beltway uncertainty and what it means for the economy and investors
Jim Baird Wealth Management
Article May 25, 2017 1 min read
A strategic view to maximize returns
Mark Dixon Wealth Management
Article May 25, 2017 1 min read

Wealth Management news and events

Wealth Management News and Events image
1 min read
Plante Moran Wealth Management Media Highlights
Cara Mossington Wealth Management
Article April 05, 2018 1 min read
Plante Moran Wealth Management Media Highlights
Cara Mossington Wealth Management
Article February 27, 2018 1 min read
Plante Moran Trust named one of “2018 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES”
Cara Mossington Wealth Management
Article January 24, 2018 1 min read
Plante Moran Wealth Management media highlights
Cara Mossington Wealth Management
Article January 23, 2018 1 min read

How technology can transform your business

How technology can transform your business
5 min read
Avoiding whack-a-mole in the operating room
With unprecedented data at their fingertips, hospital executives are often tempted to promote OR transformation through imposing KPI targets – only to see a short-lived uptick in performance. Here are five tips to drive sustainable change in the OR.
Chris Moshier
Article March 06, 2018 5 min read
Do you really need to build more operating rooms?
Sharon Ulep
Article March 06, 2018 5 min read
Industry 4.0: Adopt smart technologies for a competitive advantage
Dave Plomin
Article January 26, 2018 5 min read
Must-consider technologies to disrupt your status quo
Dennis Bagley
Article November 17, 2017 4 min read

Productivity & performance

People and process The power behind your business
5 min read
Industry 4.0: Adopt smart technologies for a competitive advantage
Industry 4.0 is driving efficiencies and increasing competitiveness in the manufacturing industry. Data, and the interconnectivity of all processes and machines, are key components of this transformation. Do you want to evolve your traditional factory into a smart factory?
Dave Plomin
Article January 26, 2018 5 min read
Fostering an accurate portrayal of your financial performance
Jason Winters
Article January 31, 2018 2 min read
Blockchain disruption: Are manufacturers ready?
Craig Zampa
Article April 04, 2018 5 min read
3PL: The cost of underestimating complexity
Matt Stekier
Article August 15, 2017 3 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 05, 2017 3 min read
  • 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 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
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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.