An advocate in the financial world for not-for-profits

As the leader of a nonprofit organization that relies on the performance of its investment portfolio to meet its operational and philanthropic goals, you are facing extraordinary challenges. In the current economic environment, demand for services from not-for-profits is increasing at the same time investment returns may have been hit hard.

Where can you turn for help with your fiduciary responsibilities? PMFA is an independent, registered investment advisor and our consultants offer unbiased advice and counsel. You can depend on them to provide the information and analysis you need to make informed, responsible investment management decisions. They understand that each organization has specific needs and requirements for managing its investments and they are sensitive to the importance of staying true to your mission.

A disciplined investment management process

You and your board will appreciate our investment consultants’ disciplined approach to managing your organization’s investment portfolio. They will analyze your current investment activities, strategy, and policy, as well as assess your investment performance objectives, risk tolerance, and cash flow needs. Based on that analysis, they can help you prepare an investment policy statement (IPS) that will serve as a blueprint for moving forward. It will define an investment strategy that takes into consideration the short-term and long-term needs of the organization. In other words, it will outline the objectives of your investment plan and guidelines for achieving them.

If you are like most organizations, you want to understand and manage risk, optimize returns, and keep fees as low as possible. Our investment consultants understand your goals and will help you analyze money manager structures and coordinate custody and brokerage services.

Monitoring your investment program

Our investment consultants will also provide ongoing supervision of your investment program. You can depend on them to review performance and recommend investment allocation adjustments when appropriate. You can expect quarterly reports within 30 days of the end of the quarter. And they will meet with your board for semiannual reviews or more often if needed, keeping you informed and on top of emerging topics.

You can rely on our investment consultants to help you follow the blueprint of your IPS. You will also appreciate the full menu of services for not-for-profits available through Plante & Moran. The firm serves more than 500 not-for-profits, including foundations, associations, private educational institutions, and human service and religious organizations. PMFA can bring a powerful team to help your organization accomplish its goals.

Plante Moran Financial Advisors (PMFA) is an affiliate of Plante & Moran, one of the nation’s largest accounting, tax, and management consulting firms serving clients throughout the United States and around the globe.

Our culture encourages collaboration resulting in exceptional thinking and problem solving from a multidisciplinary team.

To talk to one of our investment consultants, contact: Bill Stone by using the contact form in the right sidebar.