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You are a Good Steward of Your Organization, We can Help
You and your team work very hard to secure funding for your organization’s mission. Lindenwold Advisors can assist by offering highly disciplined strategies, with a focus on mitigating investment risk, that your board and donors likely insist upon. Thoughtful investment processes, complemented by proactive compliance with your IPS, and the highest ethical standards of performance reporting make our firm a partner you can rely upon.
What We Offer
Stewardship
The Lindenwold Advisors staff has decades of experience with nonprofits: we understand the special responsibility that you have for your organization and its constituents. Delegating investment management to a professional firm can be the most effective approach.
Guided by the IPS
A strong organization has a strong Investment Policy Statement (IPS) to drive investment decisions. Well-experienced at complying with the guiding instrument, Lindenwold Advisors will exercise discretionary authority within the limits your IPS establishes. Should your organization not have an IPS, or need it to be updated, we will help you without added charge for clients.
Proactive Communication
You need to be informed, and to inform your governing body in turn. While we will take daily actions for you in keeping with your direction, we will offer interested parties timely communication by phone, email, custom performance reports and newsletters. Periodic presentations to your finance committee and/or board are part of our standard service.
Reporting
Lindenwold Advisors offers reporting packages that will likely exceed your needs and expectations. Online custodian account access, an online client portal for you and your finance team, and detailed quarterly reporting against custom benchmark indices will keep your finger on the pulse of our progress for your organization.
GIPS® Compliance
Lindenwold Advisors claims compliance with the highest ethical standards of performance reporting of our industry – Global Investment Performance Standards (GIPS®). This achievement is indicative of the high standards to which we hold ourselves. Your organization deserves no less than the most transparent and honest measurement and reporting available.
Lindenwold Advisors, Inc (“LA”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain GIPS® compliant performance information for the firm’s strategies and products please contact us at info@lindenwoldadvisors.com
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Ready To Get Started?
Let us help you reach your financial goals. Contact us today and a member of our team will be in touch to review your needs and identify a plan to help.
