Fiduciary Consulting Services
Who is this for?
Non-profits Seeking Investment Advisory & Consulting Services
Two Key Areas of Focus
Investment Policy Statement (IPS)
An IPS is your organization’s Policies and Procedures manual that dictates an investment program’s standards for operation. It establishes expectations, assigns responsibilities, and when used correctly, may reduce liability and improve portfolio performance.
Investment Program Oversight
Having an IPS is one thing, using it correctly is another. In addition, some organizations prefer to have in-house investment management or already have a long-term investment manager, but feel they need additional support managing their fiduciary responsibilities. Working with a professional Investment Advisor to help oversee your organization’s investment program allows you flexibility without giving up control.
Our Commitment to Your Organization
Loyalty – Your organization always comes first.
Prudent Care – Working with credentialed professionals to do things the right way.
Investment Policy Statement (IPS) &
Customized Policies and Procedures –
Review, Design, Implementation, & Monitoring.
Customized to your organization’s needs
Avoid increasing your fiduciary liability by working with our credentialed team to customize your organization’s Policies and Procedures. Copying another organization’s IPS or cut and pasting from online samples will increase your fiduciary liability.
- We start by comparing what you already have in place to what your organization needs.
- We put together a plan for systematically updating and/or establishing your organization’s customized Policies and Procedures.
- We work with your organization to implement and properly utilize your newly updated Policies and Procedures.
- We periodically assess and make ongoing recommendations to help your organization stay compliant.
Choosing S.E.E.D. as Your Organization’s
Fiduciary Advisor for Investment Program Oversight
- We act as a third-party advisor to help your organization oversee its’ investment program.
- We provide ongoing assessments on portfolio management and IPS compliance.
- We make recommendations regarding investment selection, allocations, and other portfolio management-related topics.
- Your organization can continue to manage investments in-house or via an established relationship with your current Investment Manager.
- We help your organization limit liability by being a better fiduciary.
What is the cost?
