Non-Profit Investment Advisory Service
Corporate and Non-Profit/Charitable Advisory Services
We work with many non-profit organizations and gladly offer our experience in assisting with the Investment Policy Statement (IPS) creation, review, and customization process.
We are a Registered Investment Adviser (RIA) and not a Broker/Dealer.
- This structure adds a fiduciary duty to client relationships.
- We keeps client costs low, due to the absence of multi-tiered fee schedules. This is critical for organizations where every cent of return counts toward a successful growth.
We focus on a long-term, buy and hold philosophy for our customers.
- This adds to our efforts to keep costs down by reducing transaction fees.
- Risk management and preservation of capital are primary areas of focus.
We will frequently communicate with the organization to customize the portfolio as the organization’s risk tolerance changes over time.
Contact Stockman Wealth Management about Non-Profit Investment Advisory Services.
Stockman Wealth Management is a federally Registered Investment Adviser. This website is solely for informational purposes and should not be viewed as advice or recommendations. Past performance is not a guarantee of future results. Stockman Wealth Management is an independent, wholly owned subsidiary of Stockman Financial Corp. and affiliate to Stockman Bank.
Not FDIC Insured, Not Bank Insured, May Lose Value