Cash, Endowment and Foundation Management

Investment Management for Organizations
Often the Missing Element

There are many books and guides for the financial management of your organization, but nearly all are deficient in one area: information about investment management. These books are usually full of information concerning bookkeeping, budgeting, financial statements, financial analysis, financial reporting, audits etc. But where do you learn about investment management of your organization’s specific lump sums of money?

You, as president, executive director, or similar position with your organization are many times expected to take on the responsibility of where and how to manage lump sums of money. This may be sums of money that will not be needed until some future date or for some future contingency. It can also be a sum of money whose income is dedicated to a specific need either for your organization or the community. Sometimes the lump sum of money is the retirement dollars for employees of your organization.

Haisman Wealth Management has the experience to become your chief investment officer (CIO) to provide you objective information, guidance, and recommendations in all areas of corporate investment management. Our help includes the investment of these lump sums of money, reporting and ongoing advice as to its management.

Our comprehensive assistance in the investment management area provides you and your organization peace of mind regarding financial matters, so that you can address other tasks.

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