It is an honor and privilege to share our knowledge and expertise with non-profit and charitable organizations that are dedicated to serving the critical needs of communities. We respect, appreciate and value the work of their team members, donors and boards of directors. Axiom is proud to offer our support in the following ways:
Organizational Advisory Services
- Business consulting
- Strategic planning and modeling
- Succession planning and implementation
- Governance, board development & coaching
- Comprehensive assessment tools
- Coordination with other professional advisors (CPAs, Attorneys, etc.)
Investment Advisory Services
We assess, design and implement changes to foundation and endowment funds, and organizational retirement plans. This can include but is not limited to:
- Developing investment policies with clear objectives and guidelines
- Defining responsibilities of the parties involved
- Establishing a clear understanding and a basis for evaluating ongoing investment results
- Creating risk management and asset allocation guidelines
- Monitoring the portfolio
- Conducting regularly scheduled meetings (typically quarterly)
Retirement Plan Services
We assist leadership teams in selecting and maintaining a competitive retirement plan for mission-serving team members. These services can include:
- Developing and establishing investment policies with clear objectives and guidelines
- Developing competitive matching programs
- Selecting a third party administrator
- Establishing a clear understanding and a basis for evaluating plan and investment results
- Establishing risk management and asset allocation guidelines
- Helping ensure that ERISA responsibilities are met, including reviewing fund performance
