With all the volatility in the stock markets as of late and the recent Fed rate cut, we thought it important to review investment philosophy. Whether you are a nonprofit managing a board-designated fund, cash reserves or an endowment or you are an individual investor, the investment philosophy is the core foundation of how you manage your investments.
Do you know your investment philosophy? Do you know your advisor’s investment philosophy? Do they align? Watch our video to learn more.
Talk to the financial experts at Fairlight Advisors to learn more about managing your nonprofit’s investments. Schedule a free consultation today!
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Fairlight Advisors
At Fairlight, we are uniquely positioned to combine our investment experience with a strong working knowledge of the nonprofit ecosystem in order to bring targeted and effective solutions to bear on today’s nonprofit needs. We work with both teams and individuals to manage risk and optimize investments so our clients’ time is free to continue their primary social mission. We’re hands-on, personal, and we get results.
