Foundations & Charities

As a leader within your not-for-profit organization, you need to meet your investment goals and ensure your organization's financial situation is sustainable for many years to come. A customized approach to building, managing, and preserving your investments could be the best solution to help you meet these expectations.

We adhere to a disciplined and structured portfolio management process that's guided by a thoughtful and personalized strategy. While diversification and asset allocation are keys to our philosophy, we work closely with your organization to establish a portfolio allocation appropriate for your needs, desire, objectives, and beliefs.

PRS is a Registered Investment Advisory firm that adheres to a fiduciary standard of care in advising clients. This means you can trust that our advice and recommendations will be independent, objective, and firmly rooted in achieving your organization’s goals.

INVESTMENT POLICY STATEMENT CREATION AND MONITORING

As not-for-profit organizations face unique challenges when developing their investment policy statements (IPS), PRS advisors are able to lead you through the plethora of fiduciary guidelines to maximize your potential success in accomplishing your objectives.  As you balance the need to maintain inflation-adjusted spending power and to support your programs and constituents, your not-for-profit must ensure its IPS is consistent with its goals and values.

We have the necessary expertise and experience working with organizations to help you develop an IPS that's based on your unique objectives, values, and circumstances.

Ask for a copy of our Form ADV Part II which outlines our fiduciary services in more detail.  If you would like us to give you a second opinion or RFP, simply give us a call.