SDM Accounting Insights: Nonprofits: How to Invest in an Investment Advisor

September 13, 2019 00:03:19
SDM Accounting Insights: Nonprofits: How to Invest in an Investment Advisor
SD Mayer
SDM Accounting Insights: Nonprofits: How to Invest in an Investment Advisor

Sep 13 2019 | 00:03:19

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Show Notes

Investment advisors aren’t just for large not-for-profits. Even smaller nonprofits with modest endowments can benefit from hiring an investment manager. Ask peer organizations and board members to suggest qualified individuals with nonprofit endowment experience. Candidates should submit detailed proposals about how they’d manage your nonprofit’s money and their preferred compensation form. Look for someone who closely follows market movements, has a thorough understanding of different types of investments and can create and manage a balanced portfolio. Contact us for recommendations.

https://www.sdmayer.com/insights/blogs/nonprofit/nonprofits-how-to-invest-in-an-investment-advisor/

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