Value Creation in Nonprofit
Nonprofit organizations have many of the same challenges as retirement plan sponsors. They also need to formulate a sustainable spending policy that incorporates expected fund-raising and investment returns.
Our associates help clients improve all areas of fund management by providing services that include:
- Goal Setting and Investment Policy Development
- Spending Policy Analysis
- Cost/Benefit Analysis
- Asset Allocation Studies
- Investment Manager/Fund Search
- Administration/Trustee Search
- Fee Analysis and Negotiation
- Performance Evaluation
Explore Consulting Services:
Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC
Investment Advisory Services offered solely through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor
Smith, Frank & Partners, LLC is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.
NFP Securities, Inc. does not offer legal or tax advice.
Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
WEBSITE DEVELOPMENT BY NEUTRAL BLUE