Providing investment advisory services for Nonprofits has been a focus of Matisse Capital since the firm's inception in 1997. Our senior consulting team has been providing services to these types of clients even prior to our firm's founding. Together our team advises to more than $120 million in assets for Nonprofits.
We understand that Nonprofits have different needs than the typical wealth management client, and thus provide specialized services that go above and beyond the norm:
Establishing and adhering to an Investment Policy Statement
Working within and meeting spending targets
Determining appropriate asset classes for non-taxable accounts
Custom reporting packages for investment committees
Fiduciary education services for committee members