Non-profit organizations like foundations and endowments face various challenges in today's intricate financial and legal landscape. Board members responsible for managing these funds prioritize balancing minimizing risk and generating sufficient returns to support their organizations' spending policies and future growth.
At WestStar Wealth Management, we specialize in serving non-profit entities, having cultivated relationships with over 45 organizations of all sizes, ranging from a few hundred thousand dollars to over $10 million. We understand and share the fiduciary duty of non-profit board members, managing their portfolios in line with the Uniform Prudent Management of Institutional Funds Act (UPMIFA). This act sets crucial guidelines for the prudent management of institutional funds, ensuring sustainable growth and protection of assets.
With access to resources like Callan and Ned Davis Research, we possess the expertise and tools necessary to craft and execute top-tier investment policies and strategies. Our clients can trust our investment understanding, allowing them to concentrate more effectively on advancing their organization's mission. WestStar Wealth Management is dedicated to helping non-profit organizations thrive financially so they can focus on fulfilling their mission.
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