NONPROFIT

MANAGEMENT

A DIFFERENT

TYPE OF

CLIENT

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Matisse Capital is a Business Affiliate Member of the Nonprofit Association of Oregon

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:

  1. Establishing and adhering to an Investment Policy Statement

  2. Working within and meeting spending targets

  3. Determining appropriate asset classes for non-taxable accounts

  4. Custom reporting packages for investment committees

  5. Fiduciary education services for committee members

The website is controlled and operated by Deschutes Portfolio Strategy, LLC dba Matisse Capital from its offices within the State of Oregon, United States of America. Matisse Capital makes no representation that materials on the site are appropriate or available for use in other locations, and access to them from territories where their content is illegal is prohibited. The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Matisse Capital or its affiliates to any registration requirement within such jurisdiction. Shares in the Matisse Discounted Closed-End Fund Strategy mutual fund are offered by prospectus only.

 

© 2019 Matisse Capital. All rights reserved.

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