Strategic insight and tactical support for historic vehicle museums & non-profits
We are well-versed in the singular challenges faced by automotive related endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your organization’s mission in the years to come.
Our team serves as an extension of your organization’s financial arm and provides critical support in helping to fulfill fiduciary responsibilities. We help our clients implement strategies designed to effectively manage their portfolio, stewardship duties and spending policy needs.
Through tactical asset allocation, we develop adaptable portfolios that seek to meet the objectives of your Investment Policy Statement. Our team taps into our extensive resources and conduct objective research to find investment opportunities that we believe are worthwhile, align with your values and contribute to the sustainability of your organization.
Our relationship with you and your organization is ongoing, and we are diligent in monitoring and rebalancing portfolios to help ensure they stay consistent with your long-term goals. We’re as deeply invested in your foundation’s success as you are.
- Due Diligence and Research
- Selection of Institutional-Class Managers
- Investment Policy Statement Review
- Portfolio Management and Rebalancing
- Spending policy needs, portfolio reviews and stewardship documentation
- Knowledgeable support and guidance on regulatory standards
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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