Non profit investment consulting

Unless you have someone on staff with significant investment expertise, this typically involves working with an investment adviser — someone your board can rely on to provide trusted guidance and help grow and protect your organization’s assets. We listen deeply, ask a lot of questions, and zoom in on the key issues We work closely with you to gather and analyze data in context, and map out practical, do-able steps toward your vision. Gregorian is also president of the Carnegie Corporation. What is your fee structure?

Consultiny search. All New Apply easily. Center for Nonprofit Management CNM builds nonprofit capacity through consulting services, educational workshops and trainings, collective impact programming, networking opportun Dallas, TX. Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job.

Let’s realize your vision

On June 30, , the Profit Fund was ranked Number 2 among large-cap value funds with a three-year average annual return of Profit is often cited for its unique investment strategy which combines elements of value and growth investing. Over the firm’s year history, the strategy has evolved from a «value strategy with a growth overlay» to a «valuation-sensitive growth strategy,» [7] which selects growth stocks deemed as mispriced relative to their peers and their own price history. The expectation of the strategy is that a catalyst will eventually incite investors to re-evaluate such stocks, thereby causing prices of these equities to rise. Profit Investment Management has appeared on several financial media sources.

Then narrow down the field to two or three individuals for your non profit investment consulting committee or board to interview. If he or she has the qualifications, your investment adviser may also offer guidance on other aspects of your nonprofit’s finances, including:. Bringing in NFF was one of the best investments our funders have. Throughout this process, members of your finance committee or board should also be asking themselves questions — starting with a sense of confidence in each interviewee and whether he nno she seems up to the task of handling important and sometimes challenging issues. Other traits to look for in candidates include: Non profit investment consulting to work closely with and counsel the board Ability to educate and explain things in a clear, simple way Genuine interest in your organization’s mission, values and obstacles A practical approach to tackling issues and resolving problems The benefits of staying local If you’re debating between an adviser based in your community or someone who lives in another area, consider the advantages conslting working with someone local. See. Business Simple Investing for Nonprofits. This sidesteps any concerns of whether recommendations or trades were made in the best interest of the organization or the adviser. Regent Atlantic: 6 things your nonprofit should expect — but might not be getting — from your investment advisor by John Zeltmann