CERTIFIED INVESTMENT MANAGEMENT

• Needs Analysis
• Policy Statement Development
• Asset Allocation Strategies
• Investment Implementation
• Cyclical Review
• Risk Analysis

HARD DOLLAR/FLAT FEE SERVICES*

• Development of Asset Allocation Strategies.
• Written Investment Policy Statement
• Portfolio Performance Review
• Money Manager RFP Due Diligence.

ADDITIONAL BENEFITS

• On-line Account Access
• Access to Attorney Network
• Access to Endowment/Trust
  Administration Services
• Nonprofit resource Access

• Board Presentations
• Development Staff Training
• Donor Presentations
• Planned Giving Marketing
• Weekly E-Updates
• Seminars/Workshops

HIGHLIGHTED SERVICES

• Charitable Estate Planning
• Planned Giving Illustrations
• Wealth Management
• Socially Responsive Investing