Many charities/not-for-profits have a mandate to invest their funds ethically and have a long-term focus for their funds. That may also include the responsibility of ensuring you’re getting advice and are making informed decisions for investing these funds. Our expertise guides you through all investing and financial decisions.
This is stage 1 of our work with you, where we look at what your organisation’s short, medium and long term goals are, what your current asset position is, the investments you already have in place and present recommendations to meet your organisation’s goals and investment mandate.
Stage 2 of our work with you, where we put your ethical investing plan into action. We give you ongoing guidance and support to reach your organisation’s financial goals and have a range of ethical investing portfolios available.
We offer a discount on our standard ongoing fee to charities/not-for-profits and will agree with you at the beginning what this discount will be.