Our experience with non-profit organizations includes working with schools, hospitals, municipalities, and public and private not-for-profit organizations. The services we provide these organizations include managing investment accounts and retirement plans or acting in a consultative capacity utilizing our Accredited Investment Fiduciary (AIF) and Chartered Plan Fiduciary Advisor (CPFA) designations. These organizations range in size from 5 employees up to approximately 14,000 employees.
We have past and current experience holding multiple Board of Director positions: President, Treasurer, Finance Committee Chair, and Investment Committee Chair. So, we understand the various procedures, responsibilities, and commitment a Board of Directors Committee has to a successful organization.
Our service agreement will adress the following topics.
We will provide an agenda and a recap for each investment committee meeting we attend so that your compliance file can be updated and maintained.
The recap will provide the following information.
- Agenda and summary of the meeting.
- Follow-up tasks for:
- Investment Committee Members
- Steffens & Steffens, LLC
- Attendee Record
The fee is determined by the assets we manage for the organization and the services we provide.
Details will be outlined in the Service Agreement.
The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.
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