Assisting not-for-profits in meeting their performance objectives is a small part in the overall relationship between Howe & Rusling and its not-for-profit partners.
When we establish a relationship with a not-for-profit we make sure we understand the investment objectives and the cash flow needs of the not-for-profit so we can recommend an appropriate asset allocation. If the not-for-profit does not have an investment policy we work closely with the board to write and establish an investment policy. Finally, monitoring investment performance against the investment objectives of the not-for-profit and providing frequent updates and clear communication to the board have been key to the firm’s success over the years.
Howe & Rusling's longest not-for-profit relationship has currently lasted more than 25 years. Many of our not-for-profit clients are happy to provide references upon request.
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