Fiduciary Services for Institutions
Supporting endowments, foundations, charities and other nonprofit organizations.
Dedicated to Serving the Needs of Nonprofits
At Creative Planning, we take a custom approach to managing your institution’s investments to help ensure the long-term viability of your portfolio, always with a focus on minimizing costs. After all, the more efficiently you can achieve your objectives, the more resources are available to serve your charitable mission.
Experienced Professionals. Deep Resources. Custom Solutions.
Investment Policy Statement Creation/Review
Asset Allocation and Spending Analyses
Custom Performance Reporting
Manager Search and Monitoring
Donor Development and Planned Giving Support
How We Partner With Our Clients
Creative Planning supports institutional clients and nonprofit clients (primarily foundations and endowments). Our dedicated team of professionals has deep expertise and the resources necessary to address the unique needs of your organization. Through access to exhaustive research and unbiased analyses, we provide custom solutions to meet your organization’s needs, balancing the requirements of intergenerational equity.
Helping You Advance Your Organization's Mission
At Creative Planning, we understand that our clients’ needs extend far beyond the abilities of a traditional investment manager. Because of this, we take a consultative approach when serving our clients. Reviewing governance documents and providing fiduciary education or donor development are just two examples of how Creative Planning can add value.
Additional Services We Provide Include:
- Assistance With Governance Documents
- New Committee Member Orientation Support
- Annual Asset Allocation and Spending Policy Analyses
- Customized Performance and Benchmark Reporting
- Manager Research and Monitoring
- Investment and Fiduciary Education for Trustees
- Private Foundation Services (Grant Administration, Excise Tax Minimization, etc.)
TAKE A CLOSER LOOK
Contact Us Today
Our experienced professionals have deep expertise and the resources necessary to address the unique needs of institutional clients.
Contact us to see how we can provide custom solutions to meet your organization’s needs, both today and long into the future.