The Situation

The Investment Committee of a local non-profit organization sought guidance in managing their investment portfolio. They want to align their mission with their investments and need help developing a spending budget.
 

Boston Private Solution

The Boston Private Client Advisor worked closely with the five members of the Investment Committee to gain a thorough understanding of the non-profit’s values and mission, including gaining a better idea of the monthly spending rate. They then worked together to draft a comprehensive Investment Policy Statement (IPS). In the IPS, the mission of the non-profit was clearly stated and a plan was set forth to carefully select the appropriate investment vehicles to match their cash flow objectives. The Boston Private Investment Advisor meets quarterly with the non-profit’s Investment Committee to review the portfolio.

A customized asset allocation was agreed upon, designed to align with the non-profit’s mission and to meet the nonprofit organization’s monthly cash flow needs. As a result of their work with Boston Private , the nonprofit has a truly mission aligned portfolio, a clear document outlining their investment goals and objectives, and is consistently meetings their monthly cash needs.

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