Do We Need Investment Management or Consulting?
Fairlight handles the allocation of your investments and their implementation, including trading and portfolio rebalancing.
Fairlight handles investment allocation, but the implementation of the investments are self-managed by the client.
With both options, Fairlight’s service includes:
Liquidity, investment and income management
Financial policy development and implementation
Quarterly investment reporting and economic updates to staff and board
Fiduciary/governance training and investment education for the staff and board
Gift acceptance policy creation/review/update