Investment Management for Non-Profit Companies

Investing in Your Mission: Strategic Financial Guidance for Non-Profits

At Vision Casting Financial Planning, LLC, we understand that non-profit organizations operate with a profound sense of purpose and a unique set of financial responsibilities. Your investment strategy should be a direct reflection of your mission, values, and long-term vision.

We help you:

  • Align Your Investments with Your Values: Ensure your financial resources are working in harmony with your organization's mission, including options for Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG) criteria.

  • Navigate Fiduciary Responsibilities with Confidence: We provide expert guidance to help your board members and leadership fulfill their fiduciary duties with diligence and care.

  • Build Long-Term Financial Sustainability: Develop and implement strategies to grow your assets, manage endowments effectively, and create a stable financial foundation for future endeavors.

Continual Investment Analysis is a service that is designed for individuals seeking expert, ongoing advice to optimize their investment portfolio. We focus on building and maintaining a strategy that aligns with your unique financial picture.

The Process:

We offer a full suite of investment management services, customized to meet the distinct needs of non-profit organizations:

  • Investment Policy Statement (IPS) Development & Review:

    • We collaborate with your board and leadership to create or refine a comprehensive IPS that clearly outlines your investment objectives, risk tolerance, asset allocation strategy, and spending policies. This foundational document provides a roadmap for disciplined and mission-aligned investing.

  • Customized Portfolio Management:

    • Going beyond a one-size-fits-all approach, we design and manage diversified investment portfolios tailored to your organization's specific financial goals, liquidity needs, and time horizon.

  • Endowment and Reserve Fund Management:

    • We specialize in strategies designed to preserve and grow your endowment and reserve funds, ensuring they can support your mission for generations to come. This includes balancing long-term growth objectives with prudent risk management.

  • Socially Responsible & Impact Investing:

    • For organizations looking to make an even greater impact, we offer expertise in constructing portfolios that align with specific ethical, social, or environmental values without sacrificing potential returns.

  • Fiduciary Guidance and Board Education:

    • We act as your trusted partner, providing ongoing education and clear reporting to your investment committee and board, empowering them to make informed decisions and confidently oversee your organization's assets.

  • Regular Performance Reporting and Communication:

    • We provide transparent, easy-to-understand performance reports and maintain open lines of communication, keeping you fully informed about your investments and the progress toward your financial goals.

Fees for Continual Investment Analysis

Our annual fee is based on the range of assets under management, as indicated in the fee schedule provided in the image to the right.

Example: For $350,000 under management, the annual fee is $2,000, billed quarterly in arrears ($500 per quarter).

All fees are negotiable.

This is a table depicting the various ranges of fees for the services VCFP provides.