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Non-Profits

Overview

Our Commitment to You is Guided By Our Passion to Help Others. With millions of people around the world benefiting from various non-profit organizations, the challenging operational and financial needs of these organizations are as demanding as ever and are frequently changing.

Our Independence is Your Advantage

Meeting the objectives of such organizations is often times a daunting task to take on. PRB Wealth Management strives to ease this burden on organizations so that they can do what they do best: help those who need it most. We are committed to understanding the goals of your organization and working with you as a trusted partner to work towards your financial objectives to align with the future of your organization.

Non-Profit Organization Wealth Management Process

1

Strategic Evaluation

Work with your organization to understand your objectives and establish financial goals.

2

Investment Policy Design

Design an Investment Policy Statement (IPS) that complements the financial goal of the organization.

3

Investment Management

Management of assets adhering to the Investment Policy Statement.

4

Ongoing Review

Real-time monitoring of assets and performance and proactive communication.

5

Continuing Education

Keep Board and Committee informed of market changes that may impact portfolio.

6

Fiduciary Responsibilities

Define the fiduciary responsibilities of the members of the organization and assist in implementation.