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Non-profits

Fully understand your fiduciary responsibilities as an investment steward

Investment stewards—those responsible for managing investments within retirement plans, trusts, endowments and foundations—are facing heightened scrutiny from plan participants, beneficiaries, donors, charitable recipients, and state and federal regulators.

If you are one of those investment stewards, it is more important than ever for you to fully understand your fiduciary responsibilities. Many investment stewards do not realize they are fiduciaries—and fewer still are truly aware of the full scope of their responsibilities. Some believe that they are meeting those requirements by implementing investment recommendations made by outside investment advisors. However, not all advisors are bound by the fundamental requirement of the fiduciary standard: to act solely in the best interests of and with undivided loyalty to the plan or fund and its beneficiaries.

But you are!

If you or other members of your organization need guidance to evaluate and improve your fiduciary investment processes, you should consider engaging Fulcrum Wealth Advisors. We have experience working with non-profit organizations and assisting them develop the processes necessary to comply with proper fiduciary standards. 

In partnership with the Center for Fiduciary Study’s, Fulcrum Wealth Advisors assists organizations like yours to:

  • Evaluate your organization’s current fiduciary practices and recommend actions that address risk areas and help ensure compliance with applicable state and federal law
  • Create and maintain a comprehensive investment policy statement that documents all of the processes and procedures that will be used to manage your portfolio
  • Analyze and optimize your portfolio’s asset allocation strategy to better align with the plan or fund’s specific investment objective or the demographic needs of plan participants
  • Apply objective standards for evaluating and recommending appropriate investment options for your portfolio
  • Monitor and report performance of your portfolio and its underlying investments on an ongoing basis and recommending changes when necessary
  • Serve as a resource for education and assistance to help you understand and fulfill your fiduciary obligations with greater confidence

Resources

  • Boeing
  • Non-profit
  • Planning for Business Owners
  • Riskalyze
  • Video Library
  • WhitePapers

We at FWA feel it is important for clients to establish a framework as to how they will generate income for themselves and their loved ones. Please call with questions…

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10900 NE 8th St., Suite 1000, Bellevue, Washington 98004

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Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Fulcrum Wealth Advisors, LLC is a state of Washington Registered Investment Advisory firm. Cetera is under separate ownership from any other named entity. Investment Advisory services are offered through Fulcrum Wealth Advisors, LLC.  Fulcrum Wealth Advisors, LLC is a registered Investment Advisor in the State of Washington.

10900 NE 8th St. Suite 1000, Bellevue, Washington 98004 United States

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  .
 

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