Foundations and Non-Profits

Investment guidance to pursue your organization’s long-term success.

As an experienced advisor to foundations and other not-for-profits, we provide institutional-caliber investment management and support built on enduring relationships.

BUILDING RELATIONSHIPS

By fostering long-term partnerships with organizations and their boards and trustees, we strive to deliver investment management to help organizations work toward their mission through all market conditions.

The stability of our firm and the continuity of our people allow us to build enduring relationships with foundations and other not-for-profit organizations. Based on a thorough understanding of your organization’s mission, values, and resources, our goal is to help you strengthen your financial position and respond to new challenges and opportunities.

Investment Policy

 A not-for-profit’s investment policy statement is the foundation of the investment process. In addition to helping the organization’s governing body meet its fiduciary duties, a well-documented policy statement provides structure and parameters to the investment process.

We work closely with foundations, endowments, and other not-for-profit organizations to create investment policy statements that articulate:

  • Investment objectives, risk tolerance, and time frame
  • Target rates of return and macroeconomic assumptions
  • Acceptable types of investments and prohibited transactions
  • Process for selecting, monitoring, and replacing investment managers
  • Acceptable allocation ranges for asset classes
  • Cash distribution guidelines and requirements
  • Timeline for reviewing investment performance and guidelines

INVESTMENT REVIEW

The firm’s highly regarded internal analysis capabilities are complemented by an open-architecture platform designed to offer clients access to asset classes and leading managers throughout the industry.

Whether reviewing a specific company or evaluating an external money manager, our bottom-up due diligence process involves:

  • Extensive meetings with management and key industry contacts
  • Detailed financial analysis
  • Ongoing due diligence

RISK MANAGEMENT

As part of the ongoing dialogue with our clients, we continually identify potential challenges to the portfolio and identify asset-allocation strategies to mitigate these risks. Our active management and strategic asset allocation capabilities are designed to create portfolios that are able to respond to evolving opportunities and risks in today’s global markets and to attempt to maximize the portfolio’s long-term success.

 

2020 TOP DC ADVISORS

 

 

*For the third year in a row, OneGroup Retirement Advisors has been named one of The National Association of Plan Advisors (NAPA) Top DC (defined contribution) Advisor Teams. This year’s list, which focuses on teams with at least $100 million in AUA, represents more than $1 trillion in DC assets under advisement.  Significantly, those teams include more than 1500 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement in 40 states and Puerto Rico. 

*Mike Tisdell received individual recognition by being named to NAPA’s list of Top Advisors under 40.  The list is compiled based on nominations provided by NAPA Broker-Dealer/RIA Firm Partners. Nominations are vetted by a panel of senior advisor industry experts and evaluated based on a combination of quantitative and qualitative data. The individual named is widely regarded as a future leader within the retirement plan advisor industry. ​