Non-Profit Consulting

Cardinal Wealth Management assists non-profits with respect to their investment policy and managing their reserve funds. This starts with creating an investment policy statement or updating an existing one. Included in this document we define the roles and responsibilities of all parties involved. These parties include the board, the financial committee, the advisory firm, the money managers, as well as the custodians. The investment policy statement also outlines an appropriate asset allocation for the management of the institutions reserves. Cardinal Wealth Management suggests reviewing this document once every other year.