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.