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Choosing an Advisor

9 Essential Considerations When Choosing an Investment Advisor

Associations need a smart investment strategy, and that usually begins with the selection of a financial professional. What works for large companies may not work for smaller associations that need to be careful about reserves. Here are some points to consider when selecting an advisor.
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Dec 06, 2017
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Questions to Ask Money Managers: A Guide for the Nonprofit Executive

If you oversee investments for a non-profit, you must ensure that your organization’s invested money is safe. This is a list of questions to discuss with your current or prospective money manager. It is not designed to find the perfect money manager, but rather to help you and your organization raise and discuss important questions that can assist you in your fiduciary duty.
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Dec 06, 2017
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What Nonprofits Should Look for in Their Investment Advisor

A nonprofit’s board of directors is responsible for ensuring that the organization’s endowed funds are managed in a responsible and prudent manner. This role typically includes working with an investment advisor who can guide board members on investment decisions and help them fulfill their fiduciary duty.
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Dec 06, 2017
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