Advisement in Asset Management for Nonprofit Organizations

Lifetime Value Management has a rich tradition of working with nonprofit organizations and foundations. Each of our partners and advisors holds leadership roles in community organizations.

Asset Management: We work with foundations, endowments, and investment committees to manage assets aimed at sustaining, growing, and enhancing your organization's mission. We develop a specific investment plan, reviewing or creating your investment policy statement, fiduciary standards, organizational goals, and planned giving resources. Our work with each organization is tailored to its unique and evolving needs.

Retirement Plans: Nonprofit organizations have multiple options for their employees' retirement plans. We collaborate with you to develop a specific strategy that fits your resources and the desire to attract and retain the highest quality staff.