We believe in responsible wealth management.

For non-profits and foundations, there is a responsibility inherent in managing wealth dedicated to an important cause, but there is also responsibility to the stakeholders in the organization.

While preservation is crucial, your stakeholders expect more - you also have to ensure the returns on your investments are competitive enough to support the interest of the foundation or non-profit. This is our focus.

“For foundations and non-profits, you also  have a responsibility to your stakeholders.”

Specialized Services on an Independent Platform

We work to provide foundations and not-for-profits with sustainable wealth management that doesn’t sacrifice reasonable returns. This often involves:

  • Designing a portfolio and an Investment Policy Statement around the needs of your organization
  • Forming a foundation, trust or other tax-efficient structure, and allocating funds appropriately
  • Communicating with members of the board, beneficiaries and other stakeholders to help ensure objectives are met

The Harris-Bolduc Process for Non-Profits

  • STEP 1
    Understand Your Organization

    We meet to discuss your organization’s needs and goals, as they relate to your disbursement requirements, preservation needs and ethical investing principles.

  • STEP 2
    Asset Allocation

    We determine the asset allocation that best suits your needs for income, growth, risk tolerance and other objectives. We then present your Investment Policy Statement.

  • STEP 3
    Goal Review

    We connect you to other financial specialists to provide tax advice, long-term planning, and other services that may benefit your organization.

  • STEP 4
    Ongoing Relationship

    Communication is consistent and reporting is clear. We meet periodically to review your investments and learn of recent developments in your policies, contributions or requirements.

  • STEP 5

    Your portfolio is rebalanced, and your asset allocation is reviewed, to account for shifts in the market and changes in your organization’s needs.