We provide traditional consulting services marked by simplicity and clarity for all your non-profit investment needs. On the right is the complete step-by-step process for a comprehensive non-profit investing solution.
- Define Goals
- Develop an Investment Policy
- Establish Quantitative Objectives
- Recommend Appropriate Asset Allocation
- Recommend Investment Managers
- Conduct Investment Manager Interviews
- Provide Performance Measurement
- Coordinate and Attend Investment Reviews
- Getting started – contact Stolper & Company
