Profit from Our Nonprofit Experience
Profit from Our Nonprofit Investment Management Group
Since our founding in 2005, we have been fortunate to primarily work with individuals and families that appreciate our Maximize Your Return on Life approach to wealth management.
However, we also have significant practice serving as investment advisors to nonprofit clients.
Our services to nonprofits include:
- Value Added Indexing® Investment Management
- Our market tracking approach is viewed as the “default” standard for meeting prudent investor guidelines — an important consideration for trustees looking to avoid underperformance.
- Our approach is transparent and less complex than most “active” managers.
- Our market tracking approach is viewed as the “default” standard for meeting prudent investor guidelines — an important consideration for trustees looking to avoid underperformance.
- Investment Policy Statements — Creation, review, and implementation, including distribution policies.
- Cash and liquidity management
- Quarterly portfolio reviews
- Receipt and sale of donated securities at no/minimal cost
- Trustee and donor education, including hosting special events.
Additionally, we offer a 25% reduction in advisory fees for nonprofit clients.
Please contact Stephen Reiches at stephen.reiches@rrcapital.com for more information or connect with us using the form below.