Your organization is unique: your mission, your accomplishments and your challenges. You need a financial management strategy centered on helping you achieve your investment goals while proactively minimizing your risk.
Northern Trust’s Foundation & Institutional Advisors takes a long-term view. We develop an investment program that matches your spending policy, annual draw and risk/return profile. We build broad, diversified plans that blend active and passive investment strategies to help support your short-term cash flow needs and maximize long-term returns— matching your needs to your risk tolerance. We understand that program costs matter. Controlling and minimizing overall program costs – management fees, acquisition costs, market trading impacts, etc. – significantly determines investment program success. We make it easy and give you peace of mind, so you can fully devote your time and energy on what is most important–achieving your organization’s mission.
Darius A. Gill, CFA
An investment policy statement provides a clear roadmap for managing your organization’s investments and spending over time. When carefully crafted, it can help you define your investment philosophy and process.
This information is not intended to be and should not be treated as legal advice, investment advice or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.
Certain affiliates of Northern Trust may be utilized in providing investment management services, including Northern Trust Investments, Inc. and 50 South Capital Advisors, LLC, which are registered under the Investment Advisers Act of 1940.
This information, including any information regarding specific investment products or strategies, does not take into account the reader’s individual needs and circumstances and should not be construed as an offer, solicitation or recommendation to enter into any transaction or to utilize a specific investment product or strategy. This presentation is neither an offer to sell, nor a solicitation of an offer to buy an interest in an investment fund.