Nonprofits, Endowments & Institutions

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Nonprofits, Endowments & Institutions

Blossomhill employs the same highly individualized approach when managing assets for nonprofits, endowments, and institutions as we do with our private clients. We perform detailed research, thorough analysis, and review and generate data-driven results with clear reporting structures.

Averaging more than a decade of practical experience each, the Blossomhill team handles the management of assets for a variety of nonprofits, endowments, and institutions.

Investment Policy Statement Review

Blossomhill provides advice to enhance your investment policy statement or update it as your board members structure evolves.

Best Practices

Because of our involvement with many other boards, Blossomhill can provide clients with an insight into the best practices employed by other similar nonprofits, endowments, and institutions to help ensure the most efficient strategies and methods for managing your assets are in place.

Governance

Blossomhill will offer advice and guidance on the setting of governance policies and monitoring and implementation strategies for your board.

Administrative Support

All clients are assigned a dedicated team, which includes administrative support, who will assist with continuity of practice, and be available whenever needed for advice and guidance.