Investment consulting services developed specifically for associations and related nonprofits. Services include:
- Strategic planning and investment policy development.
- An integrated asset management platform utilizing institutional quality mutual funds and separate account managers.
- Clear quarterly reporting showing performance versus relevant benchmarks and peers.
- Secure access to our proprietary online document tracking system.
A complimentary fiduciary practices review is available to ASAE members!
To learn more about the Fiduciary Investor Program please contact Bob Patterson or Tim Jester at 1-800-497-4386.
If you would like a free copy of “Ten Questions for Fiduciaries”, please contact Bob Patterson or call 1-800-497-4386.