New Zealand Wide
Charitable and Not-For-Profit
Our clients include charities, religious organisations, family and iwi, as well as personal portfolios. We tailor our advice and recommend strategies to suit the needs of each.
We design and manage portfolios and services for
Not-for-Profit Organisations including Charitable Trusts. The importance of maintaining a tax-free
status, ethical investment, a regular and disciplined reporting process to
trustees as well as managing liquidity and cashflows are all essential aspects
of our service. Trustees will also find
the development of an ‘Investment Policy Statement’ document as a crucial tool
in setting investment and performance parameters and criteria.