Non-profits / Endowments / Foundations

The proper financial management of a small or midsized non-profit institution can be quite challenging.  Your board members may be experts in the core mission of the organization but may not be entirely comfortable with the oversight of a substantial reserve or endowment.

Group W Investment Management can help you fulfill your fiduciary duty by assuming the management responsibilities of your investment portfolio.  Below are just a few of the duties that Group W can perform in order to help your organization achieve its non-profit mission.