We strive to deliver institutional-caliber investment expertise to help your organization achieve its mission through all market conditions. Our investment process is based on a transparent and continual dialogue with your organization, so we have a deep and thorough understanding of your organization’s mission, values, and resources.
Corporate and nonprofit institutions, foundations, and endowments need strategic direction regarding tax planning as well as asset and risk management. We understand your budget, goals, and objectives and how capital preservation is extremely important to you. We can tailor a portfolio based on your specific needs and monitor it to ensure it stays on track (both from a return and risk perspective).
Indefinite Time Horizon
You want your company or institution to last for generations. That’s why we can create a portfolio that assumes a perpetual time horizon to allow you a better chance of meeting your spending needs and preserving your capital by taking an appropriate amount of risk. This indefinite time horizon allows us to create a diversified portfolio which may have an improved chance of weathering the ups-and-downs of market cycles.
Donor Advised Funds
A donor-advised fund (or DAF) is a philanthropic vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax benefit, and then recommend distributions to their charities from the fund over time. Think of it as a charitable savings account: A donor contributes as frequently as they like and then recommends grants to their favorite charity when they are ready. Intelligent Investing can help assist in choosing the investment choices within donor-advised funds for our clients and assist nonprofits who may want to be on the receiving end of the donations.
Socially Responsible Investing
Due to our values-based finance philosophy and emphasis on integrity, Intelligent Investing believes that taking care of our environment is the right thing to do. We can help your nonprofit by proposing wealth management investment opportunities that are socially responsible. Socially Responsible Investing (or SRI) is a type of investing that focuses on Environmental, Social and Corporate Governance (or ESG) issues and refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business.
Growing evidence suggests that ESG factors, when integrated into investment analysis and portfolio construction, may offer investors potential long-term performance advantages. There are more than $21 trillion in global assets invested sustainably, and 71% of individual investors show interest in this topic. Read more about sustainable investing here. If ESG investing is important to your organization, under certain circumstances, we may be able to create a tailor-made portfolio by screening for environmental, social, and governance investments.
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