Thoughtful stewardship for organizations entrusted with long-term assets.
Managing the assets of a nonprofit, foundation, or other mission-driven organization carries a different set of responsibilities. The portfolio must support the organization’s mission while balancing long-term growth, current spending needs, liquidity, risk, governance, and the fiduciary responsibilities of the board or investment committee.
US Advisory Group works with nonprofits, foundations, associations, and other institutions to provide disciplined investment management and thoughtful guidance around the decisions that shape their long-term financial resources.
Our role is straightforward: help your organization establish a sound investment framework, manage the portfolio with discipline, and give board and committee members the information they need to make informed decisions.
Every organization has different objectives.
Some portfolios are designed to support annual distributions. Others are intended to preserve assets for future generations, fund a specific long-term mission, maintain operating reserves, or balance several objectives at once.
From there, we develop and manage an investment strategy designed around those objectives.
We begin by understanding the organization itself:
We build and manage diversified investment portfolios designed around the organization’s objectives, liquidity needs, spending requirements, risk tolerance, and time horizon.
Our Investment Committee continually evaluates markets, asset allocation, investment managers, strategies, costs, and portfolio risks as part of an ongoing due diligence process.
A strong Investment Policy Statement provides a framework for consistent decision-making and helps boards fulfill their oversight responsibilities.
We can assist with the development or review of an IPS addressing areas such as:
The objective is to establish a practical framework that reflects the organization’s real-world needs and can continue to guide investment decisions as board members and market environments change.
Investment strategy and spending policy should work together.
We help boards and committees evaluate the relationship among portfolio return objectives, annual distributions, inflation, liquidity requirements, and the preservation of long-term purchasing power. Our goal is to help establish an approach that supports the organization today without losing sight of the resources it will need tomorrow.
Due diligence is an ongoing responsibility.
Our Investment Committee evaluates investment managers, funds, strategies, portfolio construction, fees, performance, risk, and changes within the investment landscape. We draw on research and insights from a broad range of investment organizations and portfolio managers while maintaining responsibility for our own investment conclusions and portfolio decisions.
Investment oversight should not require board members to become full-time investment professionals.
We believe good reporting should make complex information easier to understand—not make investment oversight more complicated.
We provide clear reporting designed to help committees understand:
For many organizations, investment responsibility ultimately falls to a group of dedicated volunteers, trustees, or directors who bring valuable experience but may have widely different levels of investment expertise.
We view part of our role as helping that group make thoughtful decisions together. That means providing context, answering questions, explaining investment decisions clearly, documenting a disciplined process, and helping the committee maintain a long-term perspective when markets become uncertain.
We are comfortable working directly with investment committees, finance committees, executive directors, board leadership, and other professional advisors involved with the organization.
Strong institutional investing is about more than selecting investments.
It requires a repeatable process.
Responsibilities should be clear. Investment decisions should be connected to organizational objectives. Policies should be reviewed periodically. Portfolio changes should have a rationale. Performance should be evaluated in the proper context.
We help organizations establish and maintain that framework so investment oversight is thoughtful, documented, and sustainable as leadership changes over time.
US Advisory Group combines the investment resources available to a professional wealth management firm with the accessibility and accountability of a local advisory relationship.
Our Investment Committee reviews research and perspectives from multiple investment organizations, economists, strategists, and portfolio managers. We evaluate those perspectives, challenge assumptions, and determine how they may—or may not—fit within the portfolios we manage.
No single investment firm has all the answers.
We believe organizations benefit from a disciplined process, thoughtful diversification, independent judgment, ongoing due diligence, and a long-term perspective.
Our institutional investment management work may be appropriate for:
Organizations periodically review their investment relationships for many reasons.
A board may be evaluating its existing advisor. An investment committee may want a second opinion. Leadership may be updating an Investment Policy Statement. An organization may have accumulated assets that now require a more formal investment process. Or a committee may simply want to understand whether its current approach remains appropriate.
We welcome the opportunity to participate in a formal RFP process or simply begin with an introductory conversation.
There is no obligation and no predetermined solution.
The first step is understanding your organization, its responsibilities, and what you expect from an investment partner.
If your board, foundation, or investment committee is reviewing its investment-management approach, we would welcome the opportunity to learn more.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through US Advisory Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
