Non-Profits and Endowments
The Lambert Dickson Stark & Harmsen Group is a leader in serving non-profit organizations, foundations and endowments with comprehensive investment management needs. Non-profit organizations are becoming increasingly reliant on investment returns to allow them to carry out their mandates. Our group consists of a specialized team of investment professionals that help our clients define their objectives, establish investment policy guidelines, implement appropriate investment strategies and monitor results.
We assist non-profit organizations’ trustees in meeting their investment fiduciary responsibilities in several ways.
We work closely with our clients to help them in developing an appropriate asset mix policy. Understanding how to balance risk and reward and committing to a sound long-term investment policy are the first steps to ensuring that a non-profit organization’s capital will be available in the future.
We have considerable experience in assisting our clients in drafting investment policy statements. We advise on the adequacy of existing documents and provide recommendations on where changes should be considered and why.
Where needed, we educate trustees on investment matters to enhance their ability to meet their fiduciary responsibilities.
Service and Attention
The Lambert Dickson Stark & Harmsen Institutional Consulting Group is dedicated to providing the highest level of service to our clients by offering detailed and timely reporting, insight, experience and counseling on investment and governance issues.