Investment Advisor Search Archives - Fairlight Advisors LLC

Endowment Advisor Search? Prepare With Three Actions

April 8, 2023

Is your nonprofit getting ready to do an endowment advisor search? Here are three actions your nonprofits should take before you speak to an external advisor. Is your nonprofit getting ready to do an endowment advisor search? Here are three actions your nonprofit should take before you speak to an external endowment investment advisor. Before we discuss preparation, I have a question. Have you ever been in a Read More

Company
This field is for validation purposes and should be left unchanged.
Name*
First Last
Email*
CAPTCHA

Fairlight Advisors LLC (“Fairlight”) is a registered investment advisor offering advisory services in the State of California, Washington, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Follow-up or individualized responses to consumers in a particular state by Fairlight in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Fairlight, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

For fee details, refer to Fairlight Advisors’ current ADV Part 2A & 2B here.

To review Fairlight Advisors’ current Privacy Policy, click here.

Endowment Advisor Search? Prepare With Three Actions

1.844.309.6248

Get In Touch