Mission-Driven Organizations

It is an honor and privilege to share our knowledge and expertise with our client organizations that are dedicated to helping those in need. We approach this work with the following mindset:

“Having a thoughtful, tailored plan gives our client organizations and stakeholders peace of mind even during volatile times. This enhances their ability to achieve their long-term goals and serve their mission.” – Vaughan Scott

These organizations, also known as nonprofit or charitable organizations, represent the heart of America. We appreciate and value their work, and the dedication of their donors, team members and boards of directors. We join with the communities they serve in applauding their commitment to our society.

Organizational Advisory

  1. Business consulting
  2. Strategic planning & modeling
  3. Succession planning & implementation
  4. Governance, board development & coaching
  5. Comprehensive assessment tools
  6. Coordinate with other professional advisors (CPAs, Attorneys, etc.

Investment Advisory

I. Assess, design and implement organizational retirement plan including:

  1. Develop and establish investment policies with clear objectives and guidelines
  2. Define responsibilities of the parties involved
  3. Establish a clear understanding and a basis for evaluating investment results
  4. Establish risk management and asset allocation guidelines
  5. Monitor the portfolio and conduct regularly scheduled meetings (typically quarterly)

II. Guide the organization and its investment committee to:

  1. Develop and establish investment policies with clear objectives and guidelines
  2. Define responsibilities of the parties involved
  3. Establish a clear understanding and a basis for evaluating investment results
  4. Establish risk management and asset allocation guidelines
  5. Monitor the portfolio and conduct regularly scheduled meetings (typically quarterly)

Although each of our client organizations is unique, we like to share best practices among all our clients. This strategy supports the collective need to learn and adapt to our ever-changing financial environment.

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