Do We Need Investment Management or Consulting?
Investment Management
Fairlight handles the allocation of your investments and their implementation, including trading and portfolio rebalancing.
Investment Consulting
Fairlight handles investment allocation, but the implementation of the investments is self-managed by the client.
With both options, Fairlight’s service includes:
- Liquidity, investment, and income management.
- Financial policy development and implementation.
- Portfolio creation/review/update.
- 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.
