Since 2011, we have dedicated a segment of our practice to working with Nonprofit organizations. The consulting work we engage is focused on the investment process while keeping your mission the utmost priority. A properly implemented investment process conveys strength to your donors and builds confidence amongst your Board of Directors.
Ideally, your organization strives for a cost-efficient, transparent, properly allocated investment portfolio that is designed to provide the income and long term returns that assist your organization in fulfilling the mission. Many Nonprofits are unaware of the specific laws governing fiduciary investing, leading to inefficient oversight of the investment process. Town Square Consulting places an added layer of Board education and oversight designed to bring your investment portfolio to a higher level.
Since 2011, I have dedicated a segment of my practice to working with Nonprofit institutions. Having personally founded and led a Nonprofit, I have unique insight on the inner workings of staff and board members. Having been conferred the title of Investment Management Consultant by the Raymond James Institute of Investment Management Consulting, as well as earning the designation of Accredited Investment Fiduciary™, I have demonstrated a commitment to helping Nonprofits meet their fiduciary obligations.
The legal duty to supervise investments rests squarely with the Board of Directors. As such, they must take certain steps in order to discharge their legal and fiduciary duties. Town Square Consulting serves as a trusted partner to help board members navigate the specific requirements.
It always starts with the mission. We take great care to get a clear picture of the organization’s goals and objectives as they pertain to the mission. We will review the financial requirements needed to fulfill the mission and ensure the organization remains financially stable.
Once we have clear goals, we begin reviewing the investment strategy that is currently in place. We will develop recommendations for the investment strategy needed to achieve the goals. We can work as a liaison with any other third-party financial advisors to streamline communication.
We provide ongoing consulting with your organization and your investment advisor to analyze performance, recommend adjustments to investment strategies, and monitor growth.
We understand how unique and important your mission is to your organization. We take great care to fully understand both your mission and goals. Based on the current state of your investment practices, we will identify potential risks you may unaware of and identify areas in which your organization can elevate your investment process.
Your investment portfolio supports ongoing efforts to make the largest impact in your community, and as such deserves time and attention. So let’s start with a conversation. Your initial consultation is completely complimentary and there is no obligation to work with us. Town Square Consulting is dedicated to helping Nonprofits fulfill their mission.
