Non-Profit Organizations

Investment Platforms for Foundations and Nonprofits

In addition to families and individuals, Wealthstreet offers a robust investment platform for foundations and other nonprofit organizations.

Understanding the unique investment objectives, risks, time horizons and related budget parameters for nonprofit and other specialized organizations requires an expertise that can only be derived from years of experience.

Our culture of comprehensive wealth management enables us to offer more than the simple approach of purely growing assets; we are able to address specific cash flow and budgeting constraints and opportunities.

We work with organizations to establish short- and long-term objectives. We also work directly with finance committees to educate directors on portfolio management, and structure and communicate an organization’s investment policy with the goal of enhancing stakeholder buy-in.

In addition to our traditional portfolios, we can develop an all Exchange Traded Funds(ETF) portfolio that can be used to work with foundation boards that seek to minimize single stock/bond risk.

Our team understands the balance that must be established between providing liquidity for spending or liability needs, minimizing risk and realizing long-term portfolio growth.

We do this while upholding our fiduciary duty, keeping your mission and objectives as our sole focus.

Our services for Endowments, Foundations and Nonprofit Organizations include:

  • Asset allocation and portfolio construction
  • Fiduciary Compliance
  • Review and monitor investment policy statements
  • Meeting spending requirements

  • Quarterly Finance/Investment Committee Meetings
  • Off-quarter meetings as needs arise
  • Hard Copies of all performance reports
  • Customized Reports
  • Online access to your password-protected portal

Contact Wealthstreet Investment Advisors today to discuss your investment portfolio needs.

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