You don’t need to navigate these waters alone.
Ferris Capital’s consultative, comprehensive approach to working with you and understanding your needs can help you craft an investment policy, design a portfolio using Modern Portfolio Theory, select managers and allocations, monitor results, and keep you abreast of the issues affecting your goals. We can also share the best practices of similar entities and attend board meetings. Below is a summary of our non-profit services.
Mission and goal planning Investment policy statement Investment guidelines Fiduciary governance Gift acceptance parameters Donor development plan Liquidity analysis.
Open investment architecture Fiduciary asset management Portfolio construction Manager analysis and selection Asset class re-balancing Performance reporting Gift transfer assistance.
Review goal progression Review portfolio risk Meet and present to board Provide gift valuations Board Education.