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Nonprofi t
At Oppenheimer Asset Management, we work relessly to understand the unique needs of our
nonprofi t clients in an eff ort to help them fulfi ll their missions and set shared expecta ons.
As trusted advisors, we work closely with nonprofi ts that are making an indelible impact on the world. Whether it’s educa ng tomorrow’s business leaders, protec ng the environment or funding cri cal research that could lead to important medical breakthroughs, we’re helping them achieve be er outcomes.
Today, mee ng target returns has never been more important as nonprofi ts face increasingly complex capital markets, shi ing regulatory winds and increased fi duciary responsibility. Whatever the challenge, we are here to support your needs as a trusted advisor.
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3. Ongoing Management
Three key tenets of our consulta ve
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Partnering for SuccessA hands-on, mission-focused approach for today’s nonprofi t.
Jerry Jevic
(856) 858-1356
Matthew Wukitsch
(856) 858-1355
Partnering for Success
NONPROFIT STRUCTUREThe ability to successfully manage a nonprofi t starts with a solid structure. A er gathering detailed insight into a nonprofi t’s goals and objec ves, we establish—or review and amend—the policies that help foster long-term success.
Investment Policy
Spending Policy
Asset Allocation Framework
Portfolio Review
1
PORTFOLIO IMPLEMENTATIONWhen it comes to inves ng, taking decisive ac on can be a diff erence maker. With a nonprofi t’s stated policies as a guide, we can create a por olio that helps ensure compliance and best posi ons the nonprofi t for success. We combine a strategic approach to inves ng with a real- me view of the world. Our capabili es include:2
Rigorous manager search and selection
Dynamic asset allocation
ESG and restrictionmanagement
Custody, trading andreconciliation
Transitionservices
Partnering for Success
3 ONGOING MANAGEMENTConsul ng with our nonprofi t clients doesn’t end with por olio construc on—that’s just the beginning. Keeping a watchful eye on capital markets, manager performance and por olio risk are a few of the around-the-clock du es we take very seriously. At Oppenheimer Asset Management, we’re commi ed to excellence in oversight and service, which encompasses these core components:
Learn MoreOur comprehensive investment capabili es and tailored approach to client rela onships inspires confi dence that your nonprofi t’s mission is our mission.
celle
Ongoing manager research and due diligence
Performance reporting
Nonprofi t administration and operations
Client education
Tax reporting, preparation and fi ling
Coordination of contributions and distributions
For more informa on or to schedule a mee ng, please contact us today.
© 2019 All rights reserved. This report is intended for informa onal purposes only. All informa on provided and opinions expressed are subject to change without no ce. The informa on and sta s cal data contained herein have been obtained from sources we believe to be reliable. No part of this report may be reproduced in any manner without the wri en permission of Oppenheimer Asset Management or any of its affi liates. Any securi es discussed should not be construed as a recommenda on to buy or sell and there is no guarantee that these securi es will be held for a client’s account nor should it be assumed that they were or will be profi table. There can be no assurance that any investment strategy will be successful. Securi es discussed herein should not be viewed as a recommenda on to buy or sell, and there is no guarantee that they will be held in a client account or they will be profi table.
Oppenheimer Asset Management is the name by which Oppenheimer Asset Management Inc. (OAM) does business. OAM is an indirect, wholly owned subsidiary of Oppenheimer Holdings Inc., which is also the indirect parent of Oppenheimer & Co. Inc. (Oppenheimer). Oppenheimer is a registered investment adviser and broker dealer. Securi es are off ered through Oppenheimer.
Neither Oppenheimer & Co. Inc. nor any of its affi liates, directors, offi cers or employees provide legal or tax advice. Clients are encouraged to consult their own legal and tax advisor before making any investment. Asset alloca on does not guarantee profi t or protec on against loss. Certain tax related services are off ered through Oppenheimer Trust Company of Delaware and its rela onships with select independent tax professionals. Please contact your fi nancial advisor with any ques ons.
2769335.1b
Oppenheimer & Co. Inc.
222 Haddon Avenue, Suite 301
Haddon Twp, NJ 08108
(856) 858-1044 Fax
