Investment Policy and Objectives for Nonprofits, Endowments, and Foundations
24 Apr, 2023
As a non-profit, endowment, or foundation organization looking for the best ways to invest your assets, it is crucial to create an investment policy and...
When you work with Brown | Miller, you're getting a team of professionals with over 90 years of combined experience and expertise whose core focus is overseeing your financial well-being.
Discover | Your Unique
Financial Needs
Phase 1: We create a financial plan by building a solid foundation with you first.
By understanding your hopes, dreams, aspirations, and priorities we support your financial goals for retirement, wealth accumulation, and investing.
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Design | Your Customized
Wealth Map
Phase 2: Wealth management is designed with confidence to weather economic uncertainty.
With a firm understanding of who you are, we construct a comprehensive wealth management plan and custom investment strategy specifically designed for you.
design a plan
Deliver | Adaptive Monitoring, Frequent Meetings and
Ongoing Results
Phase 3: Meticulous, high-level efforts deliver an exceptional experience for you.
Once implemented we closely monitor progress and schedule frequent meetings to review life changes so we can adjust accordingly.
build a plan
Read Our Complimentary eBook:
download now
TRUE FINANCIAL LEADERSHIP – WHO WE ARE IS HOW WE SERVE
What You Can Expect
- Design winning solutions to tackle financial obstacles
- Work with transparency and integrity
- Problem solve to make timely decisions
- Work in your best interest as fiduciaries
- Create a valuable long-term relationship with you
- Foster financial harmony
Who You’ll Be Working With
- Certified Investment Management Analysts (CIMA®)
- CERTIFIED FINANCIAL PLANNER™ Professionals
- Chartered Retirement Planning Counselors (CRPC®)
- 90+ combined years of education and experience in wealth management
Brown | Miller’s laser-focus is to serve and deliver results to you in a positive, meaningful way.
Keep updated on how the latest financial trends impact you!
Brown | Miller Blog
When you work with Brown | Miller, you're getting a team of professionals with over 90 years of combined experience and expertise whose core focus is overseeing your financial well-being.
Discover | Your Unique
Financial Needs
Phase 1: We create a financial plan by building a solid foundation with you first.
By understanding your hopes, dreams, aspirations, and priorities we support your financial goals for retirement, wealth accumulation, and investing.
discover MORE
Design | Your Customized
Wealth Map
Phase 2: Wealth management is designed with confidence to weather economic uncertainty.
With a firm understanding of who you are, we construct a comprehensive wealth management plan and custom investment strategy specifically designed for you.
design a plan
Deliver | Adaptive Monitoring, Frequent Meetings and
Ongoing Results
Phase 3: Meticulous, high-level efforts deliver an exceptional experience for you.
Once implemented we closely monitor progress and schedule frequent meetings to review life changes so we can adjust accordingly.
build a plan
Read Our Complimentary eBook:
10 Steps to a Sustainable Retirement Income
download now
TRUE FINANCIAL LEADERSHIP – WHO WE ARE IS HOW WE SERVE
What You Can Expect
- Design winning solutions to tackle financial obstacles
- Work with transparency and integrity
- Problem solve to make timely decisions
- Work in your best interest as fiduciaries
- Create a valuable long-term relationship with you
- Foster financial harmony
Who You’ll Be Working With
- Certified Investment Management Analysts (CIMA®)
- CERTIFIED FINANCIAL PLANNER™ Professionals
- Chartered Retirement Planning Counselors (CRPC®)
- 90+ combined years of education and experience in wealth management
Brown | Miller’s laser-focus is to serve and deliver results to you in a positive, meaningful way.
Keep updated on how the latest financial trends impact you!
Brown | Miller Blog
Investment Policy and Objectives for Nonprofits, Endowments, and Foundations
24 Apr, 2023
As a non-profit, endowment, or foundation organization looking for the best ways to invest your assets, it is crucial to create an investment policy and...
