INSTITUTIONAL SERVICES

When you are responsible for the investment decisions for your nonprofit organization, it’s important to protect yourself by following stringent fiduciary standards of objectivity. You need impartial evaluation of your asset allocation, investment opportunities and investment portfolio – with a keen eye for costs. After all, the more efficiently your organization can achieve its investment objectives, the more resources are available to serve your charitable mission.

Creative Planning offers an array of services for institutions, including endowments, foundations, charities and other nonprofit organizations. Our team of seasoned experts has deep expertise and resources that address the unique needs of our institutional clients through our access to exhaustive research and unbiased analysis.

Like everything else we do, we rely upon industry best practices in our approach to addressing the needs of our institutional clients. That means our solutions will be customized to meet your organization’s unique needs and mission.

Our services include:

  • Investment Policy Statement Development and/or Review
  • Grant Operations Assistance
  • Tax Minimization Strategies
  • Portfolio Liquidity Management
  • Manager Evaluation and Selection
  • Research and Trustee Education
  • Risk Management
  • Asset Allocation and Spending Policy Analysis

Please contact Tiya Lim, Director of Institutional Services, at tiya.lim@creativeplanning.com to find out more about how we can help you and your organization. We look forward to working with you.