Expectations for non-profit investment management are increasingly complex in a potential turbulent and regulatory-ridden environment. Non-profit leaders and their boards must support the goals of the organization while also managing both your investment portfolio and your spending requirements.
MillRiver can help you address these challenges, including:
- Creating and implementing investment policy statements
- Building investment strategies best tailored to meet your specific investment objectives and spending needs so you can stay focused on the things that matter most
- Working with you to implement best practices in investment management and portfolio construction
- Communicating your fully developed plans to all stakeholders, including current and prospective donors
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not a Bank Deposit||Not Insured by Any Federal Government Agency|
Meeting with MillRiver Wealth Management Team is without obligation or cost.
MillRiver Wealth Management is a trade name of MillRiver Trust Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Infinex and MillRiver Trust Company are not affiliated.