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Institutional Advisory Services

For businesses and non-profit organizations

Managing wealth for a business or a non-profit differs from managing wealth for an individual.

If you are running a business, we offer support for setting up employee benefit plans, implementing employee education, and business planning.

Our approach to managing non-profit assets through LPL Financial is to look at the whole picture, including, investments, capital commitments, history of legacies, ethical concerns, permanent endowments and the level of grant giving.

Our goal is to ensure that, whatever your needs are, your interests drive the entire process. At Fidelis Wealth Management the future of your organization is our commitment.

Our institutional clients include:

  • Private foundations
  • Private college endowments
  • Non-profit organizations
  • Small and medium sized businesses

Institutional Advisory Services for Non-Profits include:

  • Assistance with development and review of investment policy statement
  • Asset allocation studies, analysis and recommendations
  • Investment manager, search and recommendation
  • Portfolio selection, management, evaluation and review

For retirement benefit plans and pension plans, we provide:

  • Evaluation of proposals and merits of bundled and unbundled service providers
  • Review of investment alternatives offered by the plan
  • Employee communication plan
  • Participant education programs