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As concern rises about the spread of the coronavirus, we wanted to let you know that we at Patriot are closely monitoring this situation to maintain very high service levels and minimize disruption. We have taken prudent steps and have carefully reviewed our plans to ensure business continuity. If you have any questions or concerns, please let us know. We are here for you. Read our note on COVID-19

Foundation Management

Your organization is dedicated to serving others and so is Patriot Investment Management.

As a board of directors of a non-profit, you have a fiduciary responsibility to conserve the assets of the foundation’s endowment as well as ensure that the foundation uses the assets to further the defined mission. In order to accomplish this goal, it is important to establish an Investment Policy Statement (IPS) or framework for how to invest the assets.

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An IPS can help a Non-profit

  • Develop a clear mission/purpose for the assets.
  • Identify the investment objectives for the assets.
  • Specify the risk tolerance that is acceptable to obtain the goals.
  • Stipulate the liquidity and spending policies for the assets.

Patriot’s goal is to partner with your organization to not only help you develop an Investment Policy Statement but also to prudently invest the assets to help care for the original investment, grow the value of the assets ,and maintain liquidity in the assets in the event the foundation requires funds for operating needs.

We accomplish this goal by utilizing low-cost, diversified investment solutions that are tailored to each distinct non-profit. We can work within most any restraints that your particular nonprofit must abide by.

If you are interested in speaking with us concerning your foundation, please contact us.

Foundation Management Consultation

Are you ready to take the next step to discuss your foundation’s needs? We’re ready to take that step with you.