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Non-Profits and Institutions
Helping those who help others
with our investment mangement and consulting services
why us
ThirtyNorth has a strong commitment to serve the greater good of our communities. In fact, it holds such an important place in our culture that it is incorporated as one of our firm Values. Our work with Not-for-Profits dovetails nicely with our mission of Bringing Together Money and Meaning.
In recognition of their differing needs, we use a customized approach for each Not-for-Profit client. Our services typically include:
Consultation on the purpose served by the investments, the cash flow needs from the account, and guidelines for any special considerations
Investment Policy Statement review, consultation and maintenance
Recommendation and establishment of third party custodian
Development of investment strategy and asset allocation recommendations
Investment Manager search and evaluation
Investment performance measurement and reporting