PARTNERING WITH
Foundations & Endowments
If you are a board/committee member of a foundation or endowment, Avior Institutional can develop and manage customized portfolio strategies to help you achieve the performance needed to support organizational strategies and goals.
NON-PROFIT ORGANIZATION SERVICES
We simplify investment and fiduciary decisions for non-profit organizations providing high quality investment options and risk oversight, plan governance, and custom strategy development and implementation. We help these organizations achieve their unique strategic goals by providing:
- Fiduciary Audits & Assessments
- Investment Policy Statement Development & Review
- Investment Manager Due Diligence
- Portfolio Implementation
- Customized Reporting
- Service Provider Analyses – Fees, Expenses, & Soft Dollar
- Fiduciary and Investment Education for Board & Staff
Meet
Your Team.
In the intricate realm of portfolio management, our advisors offer indispensable support, guiding organizations through strategic planning, risk mitigation, and regulatory compliance. At Avior Institutional, we specialize in tailoring pension and retirement plans, empowering foundations and endowments, and providing insightful support for registered investment advisors. Dive into tailored services with Avior Institutional, your dedicated partner, committed to guiding your organization towards success.
Expert Financial &
Portfolio Management Information
It's our goal to stay on top of trends & strategies, while educating and sharing with our clients.
Family Wealth Education: Preparing the Next Generation for Financial Responsibility
By Sharlee L. Cretors, MBA, CFP® Instilling financial literacy in your children early is important for multigenerational wealth management. Learn actionable strategies for success. Preserving…
Read More
Ensuring Your Health Care Wishes: Estate Planning Essentials
Creating advance directives, including a living will and a medical power of attorney, will ensure your healthcare preferences are followed later in life. Estate planning…
Read More
Your Guide to Drafting a Will
A will is a foundational component of estate planning. Discover key elements to include and how to designate an executor. When you’re starting the estate…
Read MoreGain Control of Your Financial Future
At Avior, we build comprehensive financial plans with great intention and care, always with the aim of helping you achieve what matters most to you and those you love.