Professional orders, foundations and non-profits
Rigorous management in service of a collective mission.
Professional orders, foundations and non-profit organizations carry a fiduciary responsibility toward their members, donors or mission. Managing their funds must reflect that rigour, within a clear and transparent governance framework.
We support boards of directors in developing a written investment policy, managing the fund within a defined mandate and providing regular reporting to decision-making bodies.
How we work
Institutional investment policy
A written framework, approved by the board, guiding every decision.
Governance and accountability
Regular, clear reporting to the board of directors.
Reserve and endowment funds
Balancing capital longevity with the mission’s spending needs.
Fiduciary duty
Prudent, diversified management aligned with directors’ legal obligations.
Your questions, answered.
It follows a written investment policy approved by the board of directors, with spending targets, a horizon and constraints specific to the organization’s mission — rather than a single individual’s needs.
Yes. We support the board of directors in developing or revising its written investment policy, based on its mission, horizon and risk tolerance.
We structure the portfolio to balance the fund’s long-term sustainability with the distributions needed for the organization’s activities, under a clearly established spending policy.
Periodic performance reports and a direct presentation to the board or investment committee, so directors have all the information needed to fulfill their fiduciary duty.
Next step
Let’s build a strategy worthy of your ambitions.
A first confidential meeting, with no obligation, to explore how our team can serve your interests.