Non-profits, foundations and endowments

Many organizations worry that their investment advisor has too narrow a view of the organization’s financial world and might miss something. Therefore, the organization has to sync up these investments with the other pieces of their financial puzzle. Organizations that come to Lambert Dickson want to be freed up to focus their time and resources on other important issues. We help them achieve this through our holistic approach to investing, made possible by our comprehensive services and collaboration with a client’s current financial partners when applicable.

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 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.