Every penny donated to a non-profit organization should directly benefit that cause. Directors for non-profit, charitable organizations can only hope that the financial advisors managing those funds agree.
While an advisor might claim to expertly manage a non-profit cause, the sad truth is they may be willing to charge egregious transaction fees and invest non-profit funds in packaged products for which they directly benefit. Foundation and non-profit advisory is a very specialized practice and not all advisors are created equal in this area.
WealthGuard can help match you with an advisor who has the ideal experience and knowledge your organization needs, and we continue overseeing the process to make sure donor capital is put in the most trustworthy expert's hands. With our monitoring and quarterly meetings, any concern that your fundraising efforts are lining your advisor’s pockets - rather than helping the cause for which those funds are meant - can be put to rest.
WealthCHECK is an intensive review, audit and analysis of your existing wealth management relationships and accounts, including intensive vetting of your advisor(s), fees, strategy and implementation, asset allocation and product selection. This ensures fees are minimized and account managers and activities are appropriate for your goals and objectives.
WealthMONITOR is ongoing, holistic oversight and monitoring of your wealth manager(s) and accounts they manage as a client advocate to ensure continued implementation of the appropriate selected strategy, asset allocation, implementation, product mix and fee basis.
WealthMATCH is an expert, efficient process to identify an ideal advisor for each client. WealthMATCH focuses on identifying candidates who are best positioned to implement the client's specific goals at appropriate, transparent fees, while also maintaining the appropriate levels of ethical standards and deep knowledge of the investment solutions they offer.
Our Services at a Glance
- Advisor Assessment
- Advisor Search
- Forensic Portfolio Analysis
- Forensic Fee Analysis
- Portfolio Oversight