Our Focus: Your Mission
You are passionate about your organization’s mission. You, like many of our clients, fund medical research, grant academic scholarships, promote community stability, and seek to improve our communities and the world. Your mission is our mission.
Philanthropy is ingrained in our corporate culture.
Our advisors who specialize in non-profits have years of experience dealing with foundations, charities and endowments. They have a profound, in-depth appreciation for the specific challenges faced by nonprofit organizations.
Your current and future impact is contingent on collaborating with a team that is committed to working with you to achieve your objectives. You want high-value services from a client-focused team of proven fiduciaries.
Designed to Sustain Your Mission
We leverage the depth of our experience to guide you in the right direction. Your Helprin Management Advisor will:
- Create, review, and update your Investment Policy Statement
- Define your short-, intermediate-, and long-term obligations
- Create a portfolio structure that will help you achieve your long-term objectives.
- Create a formal investment strategy that follows fiduciary best practices
- Evaluate your performance and progress toward your objectives on a regular basis.