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. Our relationships with these organizations are firmly rooted in following best practices and utilizing an open architecture platform to provide tailored solutions. Our experience and the strength of our relationships has been recognized by national publications such as Forbes, Barron’s, and Financial Times.

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 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.

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:

  • Meeting with you to gain an understanding of your organization’s specific needs, goals and risk tolerances. We are passionate about helping your organization achieve its mission and improve the lives of others. Your goals will be at the center of your customized investment plan.
  • 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. As organizations operate with a long-term view, The Etergino Group takes a long-term, disciplined and strategic approach to investing. We have applied this investment philosophy consistently and successfully for decades.
  • Conducting periodic and comprehensive portfolio reviews. Reviewing your portfolio together is in addition to providing regular detailed monthly reports, anytime online access to your account, audit & tax statements, and other reporting support.

Contact us today to set up an introductory meeting.

Let's start the conversation

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