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
