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Profit from Our Nonprofit Experience Thumbnail

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.

  • 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.

The author does not intend to provide investment, legal or tax advice as these materials are for general educational purposes only. Please consult your legal, tax or investment professional for advice on your particular situation. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. It is not intended to be a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Please refer to RRCM’s Form ADV Part 2 for additional disclosures regarding RRCM and its practices.