|
Your nonprofit deserves an investment advisor dedicated to your team and missionAs a nonprofit organization looking to invest funds for the long term or establish an endowment, the world of investing presents a wide range of choices that can seem nearly impossible to navigate. As a result, many nonprofits settle for poor or subpar investment services, leaving them feeling angry and frustrated.
Avoid wasting your organization’s time and resources on advisors who may have inherent conflicts of interest. Many advisors often fail to provide a clear picture of your investments and the fees you are paying. After all, your nonprofit deserves the same time and attention it shows others. |
A dedicated team for comprehensive supportSince 1974, Carnegie has been committed to serving nonprofits. Many organizations have turned to us for investment guidance after feeling overlooked and underserved, resulting in frustration and subpar outcomes.
To address this, Carnegie formed a dedicated team to better serve nonprofits. Our approach extends beyond investment management; we partner with your team to provide comprehensive, ongoing financial guidance and development support. |
|
Structured to serve,
|
|
With a Carnegie Advisor,
your nonprofit can expect:
Investment Policy Statement (IPS) Development
|
At Carnegie, your Investment Policy Statement (IPS) is the cornerstone of our partnership and a guide for your custom portfolio. We collaborate with key individuals to develop or update your IPS with these steps:
|
On-demand, on-going
|
We understand the importance of knowing you’re on track to meeting your nonprofit’s financial goals. Our nonprofit team is committed to delivering timely and accurate updates tailored to your specific needs so you can have greater confidence and peace of mind.
|
Simple fee structure. |
It is essential to have a clear understanding of the fees associated with investment management services. At Carnegie, our compensation is solely based on a pre-agreed percentage of assets managed. This transparent compensation model fosters trust and ensures that both your and our interests are aligned.
|
Value-added services
|
We recognize that your investment plan is just one component of your comprehensive fundraising strategy. Therefore, we offer complementary services designed to enhance your giving and encourage contributions beyond traditional cash donations.
|
|
Seeking an Investment Advisor for Your Nonprofit Organization and Don’t Know Where to Start?
Download Our Guide: A Nonprofit’s Guide to Finding an Investment Advisor
Choosing an investment advisor to become a partner with your organization shouldn't be confusing. In this easy guide, we walk you through the essential questions you should ask when evaluating investment advisors.
Here’s what you’ll uncover: • Key questions to ask potential advisors • How to compare different investment advisors • The importance of a personalized investment strategy • What additional, value-added services your advisor should offer your nonprofit |
About Carnegie Investment CounselCarnegie Investment Counsel has an extensive history in investment management, with roots going back to 1974 as a division of Prescott, Ball and Turben. Prescott was one of the largest independent brokerage firms in the country, with offices in Cleveland and New York City. In 1991, Carnegie became its own entity as an independent, employee-owned Registered Investment Adviser (RIA) under the Investment Advisers Act of 1940, where the firm focused on providing unbiased investment management and financial advice for individuals, families, institutions, and nonprofit organizations.
|
Nonprofit Investment Topics by Carnegie Advisors
How Our ‘Counsel’ and Team Approach Helps Us Make Investment DecisionsThe word “counsel” in our name speaks to the expertise we bring to investment management. But how does the Carnegie approach work in practice? How do we synthesize information as a team to help portfolio managers make decisions. Read More.
|
How to Craft an Investment Policy Statement for Your Nonprofit, Corporation or YourselfAs a portfolio manager at Carnegie Investment Counsel, I am involved with creating portfolios designed to help clients meet their goals. For individuals, corporations or nonprofits, investment policy statements (IPS) are a way to outline goals and objectives. Read more.
|
Hiring a Financial Advisor For Your Nonprofit Can Help Make a Greater Impact
Your work is important and valuable. You might even say you are “doing good in the neighborhood!” When you combine your nonprofit mission with strong financial management you can make an even greater impact for those you serve. Read more.
|