Advice and Cash Flow Management for Non-Profit Organizations and Foundations
We can partner with your organization to assist in crafting Investment Policy Statements and provide advice about the ideal asset allocation that allows for appropriate flexibility for managing the organization’s cash flow, as well as needs that arise from distributions, grants, and scholarships.
Will your retirement preparations go the distance?
What Is an Investment Policy Statement?
An Investment Policy Statement (IPS) outlines the guidelines, objectives, and strategies for non-profit organizations and foundations—it’s like a blueprint for making investment decisions that provides a framework for achieving investment goals. While considering the risk tolerance and other constraints of the organization, the IPS considers the investor’s time horizon, risk tolerance, financial needs, appropriate asset allocation, and investment strategies that align with the investor’s risk profile.
Why Should I Work with Woodley Farra Manion?
As a regulated firm, we adhere to industry standards. We encourage due diligence in selecting a firm and invite individuals to explore our services, track record, and client reviews—you’ll find that Woodley Farra Manion delivers exceptional service and financial advice.