Helping You Achieve Your Mission
You seek to responsibly preserve and grow the assets your organization has been entrusted with, and you know this requires expertise. You seek a fiduciary investment manager who understands the challenges faced by non-profits and recognizes the responsibility that comes with managing endowments and foundations.
Since 1995, SJS has served as an investment advisor and co-fiduciary for non-profits, endowments, and foundations. We are here to support the people and board members responsible for leading those organizations, and we can help you answer questions such as:
Who understands us and our mission?
How do we protect organizational funds while supporting the mission and operations?
What is a sustainable spending rate?
Is our investment portfolio aligned with our mission?
What are the fiduciary obligations of our board?
How can our board monitor the success of the portfolio?
We bring expertise, guidance, and solutions to help you manage your responsibilities, including:
Investment policy statement (IPS) review
Asset allocation analysis
Investment management
Creation of and adherence to socially responsible investing guidelines
Board and donor education
Cash flow management
Risk management
In working with you, our goal is to help your organization make suitable financial decisions now and in the future. Your services are supported by our proprietary investment process, MarketPlus Investing®, which provides customized investment portfolios built with low costs and tax efficiency in mind. As a Registered Investment Advisor (RIA), SJS is duty-bound to serve as a fiduciary, putting your interest first.
We are committed to helping you:
Create sustainable planning and spending policies
Build an investment portfolio aligning the fiduciary obligations of your board with the investing preferences of your stakeholders
Prepare timely and clear reporting
Effectively communicate strategies to donors and stakeholders
We strive to ensure that your resources are enduring so that they allow you to serve the people and causes at the heart of your mission for generations to come.
