Foundations and Endowments
You support others and we support you.
HOW WE HELP
Guidance for
Your Mission.
The Hardy Reed team offers fiduciary consulting and investment expertise to charities, foundations and endowments. With more than twenty years of experience in working with and serving on corporate and non-profit investment committees, our depth of experience allows us to better understand the dynamics and challenges associated with the balancing of fiduciary responsibilities and those of the organization’s core mission.
Discovery Meeting
The Discovery Meeting is an in-depth interview focused on gaining a clear understanding of your values, long and short-term goals, important relationships, current financial situation, and unique challenges. We use the information gathered to create a plan to help you meet your financial goals.
Investment Plan Meeting
During the Investment Plan Meeting, we present our recommendations providing a detailed explanation of our approach in order to ensure understanding and transparency.
Mutual Commitment Meeting
In the Mutual Commitment Meeting, we mutually determine whether we want to move forward and formalize our partnership. If so, we begin the process of implementing the wealth management recommendations.
Initial Follow-up Meeting
During the Initial Follow-up Meeting, we help to organize paperwork for the new account(s) and answer any questions. Then implementation, working toward your financial objectives and setting priorities for achievement.
Regular Process Meetings
Regular Progress Meetings are held at intervals throughout the course of our relationship. These meetings address any personal, professional or financial changes made or incurred by the client since the previous meeting. Together we will discuss progress, review and assess investments, and make any necessary adjustments.
01
Fiduciary Assessments
Hardy Reed will help you manage your nonprofit to the Global Standard of Fiduciary Excellence. By implementing, managing and monitoring fiduciary best practices for your nonprofit, our goals are to:
Reduce reputational risk
Improve financial outcomes
Receive greater value from your service providers
- Mitigate your personal and organizational liabilities
02
Fiduciary Consulting
As the fiduciary of a non-profit organization, you take on tremendous responsibility in a climate of high expectation. These are not easy tasks. At Hardy Reed, we understand this. Our fiduciary governance and investment processes are designed to help your nonprofit operate in a prudent and fiduciarily compliant manner.
03
Fiduciary Training
Our team provides a well-defined investment process for tailoring a portfolio to the specific needs of a foundation, charity or endowment. This process enables our clients to:
- Establish client goals and financial objectives
- Develop an Investment Policy Statement
- Determine asset allocation models for the portfolio
- Determine investment manager search and selection criteria
- Continually assess risk and return compared to appropriate benchmarks
- Conduct performance monitoring of all managers
- Provide comprehensive performance reporting
CONTACT US
Ready for a Partnership Built on Trust?
Finding the right advisor for your wealth plan can be a daunting endeavor. In an industry where a job title no longer clearly identifies the services, relationships, designations, or expertise an advisor offers, how do investors choose the best advisor and firm for their needs?
Hardy Reed is built to take on fiduciary responsibility for our clients. What does that mean for you?
- We must act in your best interest.
- We must continually follow the investments we use on your behalf.
- We must evaluate all fees to ensure they are reasonable, including our own.
