The Importance of Foundation Investments

Many Investment Advisors have experience giving consultations for pension investments. Foundation investments are, however, something special and different. They are providing operating income for groups that can not easily weather a bad year and certainly can not afford to lose any of their principal. Many of these groups will not ever be able to replace any money that is lost. There are not guaranteed contributions each month as in a pension. These non-profit groups need an experienced institutional investment advisor that understands the limitations that must be placed on financial strategies. After all, a loss in income for these foundations may have extremely harsh consequences. Cambridge has the experience and skill necessary to assist your non-profit organization.

Your Institutional Investment Advisor

At Cambridge, we are ready to assist you in planning for your group's financial future. We can start with your investment policy statement, if you do not already have one. If you do, we will assist you in selecting the proper investments to adhere to your stated policy and your financial goals. As you institutional investment advisor, we will not only give you fair and unbiased recommendations, we will use our proprietary software to evaluate asset managers' performances. This is something that few other firms can offer. It will give you a firm basis to guide you in your decisions regarding foundation investments. It will also allow you to demonstrate and document how information was gathered in regards to these important decisions.

Help With Your Investment Policy Statement

At Cambridge, we will do everything we can to assist your non-profit group. We will, for example, help you define your investment policy statement or re-write it if it no longer serves your purpose. Contact Cambridge, an asset management advisor, to learn more about how your group can benefit from our experience.