Risk and Investment Solutions
From short-term consulting engagements to ongoing investment management to free, do-it-yourself tools, Fairlight Advisors’ risk and investment solutions can be adapted to your financial challenge.
A nonprofit holds unrestricted funds in various places, checking accounts, mutual funds and other types of investments and accounts.
“How much cash do we need for unplanned and un-budgeted expenses and how much in long-term funds to provide for our future?”
Using our 911 Cash Reserve Program™, we will implement a solid cash reserve program to address emergencies and unplanned incidents.
A nonprofit received a significant bequest that transforms their ability to serve their constituents.
“How do we establish a prudent and disciplined approach to invest and deploy restricted and unrestricted funds?”
We will design and put into place robust spending and investment management policies and best practices to help ensure the organization’s long-term financial stability.
A nonprofit has significant spending needs to fulfill their philanthropic mission.
“We need to strengthen our financial assets to ensure we can sustain the organization and are looking for a financial professional to oversee that program.”
We will provide a widely diversified and cost-effective investment management strategy aligned to the organization’s philanthropic goals.