Aligning investing with your mission
Many organizations seek guidance on how to achieve two equally important goals: maximizing the return of their investment portfolio and maximizing progress towards their mission. We believe that a thoughtful and customized investment approach can unite these two objectives, thereby helping organizations reach both their financial and mission-related goals.
The Etergino Group’s philosophy of “Connecting Wealth with Purpose” reflects our passion in working with organizations to help them align their assets with their mission. We love working with mission-driven organizations to help them have the biggest impact they can.
We take great pride in the long-term relationships we have built with institutional investors and the tailored investment portfolios we have designed that aim to maximize risk-adjusted returns while integrating the client’s specific values.
How we serve institutional investors
For over 40 years we have provided independent and customized advice to a wide variety of organizations, including non-profits, foundations, endowments, trade associations, Union Taft Hartley plans, faith-based groups and educational organizations. We currently serve more than 30 non-profit clients, ranging in size from $2 million to over $100 million.* Our relationships with these organizations are firmly rooted in following best practices and utilizing an open architecture platform to provide tailored solutions.
We understand that money is more than just dollars in a bank account, and that your organization worked hard to achieve financial stability. We serve as a partner to your executive team, board of directors and investment committee to help you develop, implement and monitor a prudent investment process that furthers your organization's goals and reflects your organization’s risk profile, liquidity needs and values.
Our long-lasting success in the non-profit community is in part due to our ongoing personal and professional commitment to the non-profit world. Our team serves on the boards of non-profits, and Ann Marie Etergino has served on non-profit Investment Committees, bringing a firsthand view of how boards operate and an understanding of both sides of the relationship.
Key components of our hands-on approach
Offering the personalized service of a smaller boutique firm but with the global resources of RBC Wealth Management, our institutional consulting services include:
- Gaining an understanding of your organization’s specific needs, goals and risk tolerances. We have developed a distinct process to ensure that we fully understand and that board members are in alignment regarding the purpose, time horizon, return objectives, spending needs, and risk preferences for your portfolio.
- Creating and updating an Investment Policy Statement. This document is unique to your organization and will guide the portfolio asset allocation and investments.
- Rigorously evaluating and selecting investments for your portfolio. RBC’s open architecture platform provides us with a unique competitive advantage. RBC does not offer any proprietary investment products, and thus we are able to implement portfolios with virtually any investment vehicle – and most importantly, the investment vehicle that best aligns with your organization’s unique goals, risk profile and values.
- Conducting periodic portfolio reviews. Reviewing your portfolio together is in addition to providing regular detailed reports, economic and market updates, anytime online access to your account, audit & tax statements, and other reporting support.
- Organization benchmarking and industry best practices. Our extensive experience with our non-profit clients puts us in a position to benchmark your organization against peers and share industry best practices. While we always develop customized solutions to individually address your organization’s needs and mission, clients often appreciate drawing on our expertise gained from advising other similar organizations.
- Board education. Education is a key component of both our client service model and our team’s values. Through our board education program, we educate clients on important topics, such as their fiduciary responsibilities. Our strength lies in helping to manage a disciplined investment process that delivers results, so that the board feels confident in their investment oversight. We are also happy to work with clients to develop an education plan to address other topics important to their organization and board.
Contact us today to set up an introductory meeting.
