Selecting an Investment Consultant: Find your perfect match.
An increasing number of small- to mid-size
foundations have turned to an investment consultant to help them manage their
funds - a trend that accelerated with the credit crisis and historic market
volatility of 2008. However, finding the best-fit consultant for
your foundation can be a daunting task.
There are a number of advisory models to choose from and a myriad of
issues to be considered.
Our new white paper - and our Checklist for Choosing an Investment Consultant - can help
foundation staff and directors in this process. Click here to download.
A
foundation considering the pros and cons of hiring an investment
consultant should
look for one that will function as a partner,
advisor, administrator, educator,
and supporter.
Providing conflict free investment consulting and wealth advisory services to individuals and nonprofits, with particular expertise in: Customized Portfolio Design, Alternative Investments, Socially Responsible Investing, Philanthropy, Endowments & Foundations and Working With Complex Families.
