Endowment Management
Looking for a partner to address your organization’s unique investment needs?
Suisse INC’s Endowment Committee has significant experience working with nonprofit organizations. We work together with your team to meet the organization’s investment goals while navigating the regulatory environment unique to nonprofit organizations.
Details
- Asset allocation process directly addresses the requirements of the Uniform Prudent Management of Institutional Funds Act
- Customized Portfolio Management and Investment Consulting
- Cash Management
- Strategies to meet ongoing liquidity needs
- Development of an investment strategy
- Consolidated and objective performance reporting
- Sustainable and Responsible Investing
Articles & Insights
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Annual Exclusion Gifts: A Simple Way to Transfer Wealth
Linda Yang, Financial Planner
Suisse INC Investment ManagementGifting during your lifetime can be an effective estate planning strategy with multiple benefits.
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The Tax Challenge With Highly Appreciated Real Estate
Petra Chien, CFP®, Financial Planner
Suisse INC Investment ManagementOwning real estate as an investment presents both benefits and unique challenges.