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.
Founder/Managing Principal
Since 2011, Clint has dedicated a segment of his practice to working with Institutional clients including Nonprofits, Foundations, and Endowments. Clint’s deep understanding of the laws and regulations of Institutional investing sets him apart from many in the industry. Having personally founded and led a Nonprofit, he also has unique insight on the inner workings of Nonprofit 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 Accredited Investment Fiduciary™ designation, he has demonstrated a commitment to helping his Institutional clients meet their fiduciary obligations.
Partner
Jake is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Exit Planning Advisor (CEPA®).
After graduating from Springhill College with a B.S. in Economics & Finance, Jake embarked on a career with a boutique Alternative Investments firm that began in Southern California and with much success, was subsequently promoted to Senior Vice President of New York City and the surrounding Metro area. In his role educating financial advisors on various alternative investment strategies, Jake also witnessed the positive impact certain advisors had on their clients’ lives.
His wife Jillian, a Daphne, AL native, and their four young daughters came home to the Eastern Shore in 2018 where Jake began a six-year journey as an advisor at Morgan Stanley, prior to joining Town Square Consulting LLC.
Jake brings a wealth of knowledge and a strong industry background to his role of Partner at Town Square Consulting LLC.
Since taking his family from Wall Street to Main Street, Jake has created a practice that centers around his clients’ goals through sound financial planning as well as assisting business owners navigating liquidity events.
As a member of Ed Slott’s Elite IRA Advisor Group℠, Jake studies directly with Ed Slott and Company, America’s IRA Experts, year-round. This means he’s continuously updated on the latest tax law changes, vetted through ongoing training and background checks, attend semiannual workshops, and is supported by a team that answers thousands of real client cases each year. Put simply: Retirement tax planning is complicated. He’s invested in this specialized education, so you don’t leave money on the table.
Jake is a big supporter of local charities; Gift of Adoption- AL Chapter (previous board member), Kiwanis Club of Fairhope, Art for Heart (previous board member), and Mobile’s American Cancer Society Chili Cook Off (2023 2nd place team). On Fat Tuesday you can find him riding and reveling on a float in downtown Mobile.
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.
