RCM recognizes the value charitable organizations have on the local community and society as a whole. Among many duties, directors and trustees of these important organizations have a fiduciary obligation to oversee the financial condition of their entity and act in its best interest at all times. This includes managing the entity's investment portfolio or, more commonly, outsourcing this task to financial services firms.
RCM recognizes the value charitable organizations have on the local community and society as a whole.
Unfortunately, financial services firms could provide an unhealthy and conflicted combination of proprietary products, intricate investment structures and layers of internal fees. This is not in the best interest of the charitable organization or its mission.
RCM believes, instead, in helping charitable organizations meet their investment goals with transparent, low-cost and conflict-free investments. Founded on the principles of modern portfolio theory, strategic asset allocation can be easily implemented and monitored. RCM offers a significant discount for this advisory service as a way to help charities maximize their financial resources.
Many charitable entities manage their investments with a "perpetual" time horizon, which can help them weather market fluctuations more easily than an individual investor. However, for those so inclined, RCM can also recommend simple risk management strategies to help preserve portfolio values in times of market volatility.
Independent of market performance—and financial markets will always fluctuate—RCM is privileged to assist you and your charitable organization and welcomes the opportunity to review your existing investment policy statement, either to affirm it or suggest changes for improvement.
For more information, contact us at [email protected]