Non-Profit and Charitable organizations have specific requirements when it comes to choosing a financial partner. They want to work with a team that understands the many issues surrounding funding – investments, capital commitments, legacies, endowments and grants – and can design an investment approach that helps them meet their goals.

Our approach to helping you with your organizational assets is to look at the whole picture, including, investments, capital commitments, the history of legacies, ethical considerations, permanent endowments and the level of grant giving. Our goal is to ensure that, as our client, your interests drive the entire process.

We believe true stewardship involves more than just investing your organizational assets.  It entails a relationship grounded in understanding your organizational goals and objectives, and working together to help you achieve them.  Many of our services are especially well suited for non-profit and charitable organizations. These include:

• Medium and long-term investment portfolio selection and management
  
• Investment portfolio return potential and risk managed strategies
  
• Securities backed lending for cash flow management
  

The breadth and depth of the LPL Financial platform means that we are able to give objective advice and assistance to all our clients. Through the platform we can also offer our clients socially responsible portfolio management based upon socially responsible investment criteria and ethical considerations.

Contact Fidelis Wealth Management today for your complimentary review and learn how we may help you better pursue the financial objectives of your organization.