VCM Wealth is a registered investment advisory firm that provides an array of wealth management services to institutional and individual clients.

Intro to Investment Management

Services for Institutional Clients: Not for Profit and Non-Profit, Endowments and Foundations, and Planned Giving programs

Common challenges for nonprofit organizations are

  • Spending Policy
  • Investment Policy
  • Asset Management
  • Administration of gifts and giving

How VCM will help you

  • Investment policy consulting
  • Strategic asset allocation analysis
  • Investment portfolio development
  • Ongoing portfolio management
  • Administer gifts and giving
  • Respond to your custom needs

Services Overview

  • Consult with you on an appropriate investment policy
  • Determine an optimal asset allocation
  • Recommend a diversified portfolio
  • Manage your cash flow to meet spending needs
  • Coordinate with your record keeper and other trusted advisors
  • Provide quarterly updates on investment performance and review objectives