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