Helping foundations fulfill their worthy missions
Foundations count on us for insightful investment guidance so they can continue to focus on their purposeful missions. We help them have a well-defined plan, beginning with an Investment Policy Statement designed to bring continuity to the decision-making.
We employ an investment approach to pursue their objectives for careful growth and asset preservation and offer guidance on other important matters, such as cash flow management, risk management and tax liability. We’ll often collaborate with their directors, board members and other professional advisors such as trustees, attorneys and CPAs.
We take tremendous pride in our firm’s industry-recognized expertise, prudent management approach and proven track record of seamless investment delivery. For more than 40 years, Raymond James has proactively helped our institutional clients meet their financial goals and fiduciary obligations.
We offer a customized Client Service Plan, which is a distinct management tool that serves to summarize performance report information relative to your defined monitoring criteria. This tool also serves to document your stewardship and enables more effective and efficient decision-making.
No matter your needs, we can work with you to develop a consulting solution tailored to the needs of your organization, including the development of investment objectives and a written Investment Policy Statement.
