We will get to know you and ask questions to understand your objectives and unique situation. If we both agree there is a fit, we will schedule a follow-up discussion to lay out a clear path forward. We can also review your RFP if you have one written. No pressure and no obligation.

What are your goals? How will your resources enable you to accomplish your mission? What are your short-term and long-term cash flow needs? How should you balance investing in ministry with saving?

We roll-up our sleeves and guide your team through the process of developing investable goals and objectives. We use digital tools to assess the risk tolerance of your individual committee members and the group as a whole. The workshop output is used to craft your unique investment policy statement

We build a plan to align your existing assets with the investment program developed in your workshop. Once the board approves the plan, we will implement the investment program. We rebalance and make investment decisions as needed. At least once a year, we meet with your investment committee to review performance and make updates to your strategy.