Determining Your Needs

From the start of our relationship, we will work directly with your leadership to analyze the following crucial items:

  • Strategic plan
  • Short- and long-term objectives
  • Key priorities
  • Mission statement
  • Annual budget
  • Legal and financial structure of the organization
  • Other matters as appropriate

The information you provide will serve as the basis for governing the management of your assets. The steps below show how we will use this information to create, implement and manage an investment plan custom-tailored for you.

  1. Perform a detailed review of your objectives in order to provide an accurate assessment of your risk tolerance and help you determine an investment time horizon that is in sync with your goals.
  2. Assist in creating, reviewing or rewriting (as appropriate) your Investment Policy Statement so it reflects your investment needs while helping to decrease the liability risk of board members and the organization.
  3. Develop a diversified asset allocation strategy appropriate for your goals, need for liquidity and risk tolerance.
  4. Provide ongoing, continuous management of your portfolio, including strategic rebalancing through our daily review of your account.
  5. Handle account related record-keeping chores, giving you monthly reports and 24/7 online access to your accounts.
  6. Finally, we’ll periodically conduct a Review of Your Investment Policy Statement and Asset Allocation to confirm everything is still suitable and appropriate for your ever-changing needs.

From the big picture to the smallest detail, Edelman Financial Services handles your institutional investment needs, always emphasizing your best interests.