Non-profits, foundations and endowments

The Lambert Dickson team is member of RBC Wealth Management's Institutional Consulting Group, an exclusive group of financial advisors recognized for their success in building a consultative institutional investment business. Selection to this group is the highest level of recognition that the firm bestows upon its financial advisors who have successfully dedicated their business to institutional clients. Less than 1% of the advisors in the firm have this distinction. 

We began working with non-profit organizations more than 20 years ago by helping a religious organization develop an investment policy statement and asset allocation strategy that matched their spending needs and risk profile. We continue to work with this institution to this day. Our client base includes several nursing homes, hospitals, educational organizations and corporate and family foundations.

We help non-profit organizations’ meet their investment fiduciary responsibilities in the following ways:

  • Establishing investment objectives and risk parameters
  • Developing and drafting the Investment Policy Statement
  • Determining the appropriate asset allocation
  • Recommending investment managers
  • Hiring and terminating managers
  • Monitoring investment performance and rebalancing the portfolio
  • Educate trustees and board members on investment matters to enhance their ability to meet their fiduciary responsibilities. 

Service and advice

The Lambert Dickson Group is dedicated to providing the highest level of service and prudent advice to our clients by offering detailed and timely reporting, insight, experience and counseling on investment and governance issues.