Non-Profit Consulting And Investment Services
As a firm that also has its own charitable foundation, we at Human Investing understand the importance and significance of making every dollar count towards the goals and needs of your foundation or endowment fund. Donations through fundraising efforts are always a challenge, and the responsibilities not only to donors but to the projects you support depend on successful stewardship of those dollars. Ultimately, those precious dollars need to grow in an effort to make the greatest and most positive impact on the world in which we live.
Consulting Services
- Investment Policy review and guidance
- Detailed Quarterly Performance reports
- Annual Trustee account review meetings
- Daily online account viewing
- Quarterly portfolio internal audits and automatic portfolio rebalancing
- Quarterly Investment Analytics and Research applied to portfolio
Investment Management
Utilize NACUBO* Endowment Allocation Models for portfolio construction
Risk and Return Management (Alpha vs. Beta):
- Focus on keeping investment expenses low
- Focus on Efficient Market Hypothesis
- Focus on Poorly Correlated assets working together (Diversification)
- Focus on multi asset class tactical allocation strategy
- Focus on Best of Breed Investments of any classification
*NACUBO Stands for National Association of College University Business Officers. It is a broad overview of many of the nations largest and most well recognized endowment funds. It details past, present and future portfolio allocations of these endowments including all of the risk and return attributes of such portfolios. Endowments, and Foundations, are usually managed to grow forever, while also maintaining the ability to meet ongoing capital and income distribution requirements of the institutions they serve.
Our advantage
becomes your advantage, as an SEC Registered Investment Advisor we will follow the time tested and proven investment strategies of the largest most successful Non Profit Endowment funds in the country. It is a non emotional scientific approach based on extremely long historical return outcomes. It is about keeping fee’s razor thin through low cost and efficient indexing. It’s about avoiding popular opinions, which largely amount to guessing. This academic approach is not rooted in Wall Street salesman ship, and high investment management fees, rather simple empirical data, with lower costs, and no conflicts of interest.
Alignment of interest
Human Investing does not sell product or get compensated in anyway for investing in one type of product over another; our only incentive is to achieve the results that best match your goals, based on your investment policy.
Limitless investment options
You will have access to the entire world of investments including: stocks, bonds, index funds, ETFs; and alternatives such as hedge funds, private equity, gold and managed futures.
Fiduciary support
Acting as a 3(21)A Fiduciary, we assist your decision makers in order to comply with their duties as Fiduciary’s and/or Trustee’s, and have the confidence of historical success.
Premium administrative support
We work proactively to address your needs; often times before you think of them. Call to find out how we can serve you and hear a friendly voice say “welcome to Human Investing.”
Clear reporting of portfolio performance and fees
Simple, easy-to-read performance reports help you keep a clear understanding of your investment returns, risk analysis, and fees relative to your Investment Policy goals. Thereby allowing you to responsibly oversee the overall fund you have been chartered to stewards.
Costs Matter
We too believe in minimizing costs whenever possible because ultimately it impacts the performance of your endowment fund. Human Investing will always monitor your total fees and costs; a service not typically found in the financial services industry.
