Money Management
The staff and trustees of foundations, endowments, and institutions are charged with the great responsibility of releasing investments for use today and protecting the sustainability and growth of funds for tomorrow. Hefren-Tillotson joins you in the duty of fulfilling your specific mission.
Long-term vision can be achieved with a commitment to a long-term plan. First, we establish and review a written investment policy statement. We assess your organization's current financial situation and help you establish goals and guidelines for ongoing capital management.
Next, we will establish a portfolio management strategy and policy, with attention on expected returns, cash inflows and outflows, risk tolerance, permitted investment classes, asset allocation restrictions, legal issues, and the roles of fiduciaries. We guide you through the selection of financial advisors via objective evaluations.
We continue with ongoing portfolio management, financial advisor monitoring, and communication on progress or changes that warrant attention.
With more than 50 years of experience in wealth management, Hefren-Tillotson provides institutional clients with trusted advice.
To learn more about our Money Management Services for Institutions, contact us for a no-obligation consultation today.