Choosing an Investment Advisor

Questions to Ask Money Managers: A Guide for the Nonprofit Executive

If you oversee investments for a non-profit, you must ensure that your organization’s invested money is safe. This is a list of questions to discuss with your current or prospective money manager. It is not designed to find the perfect money manager, but rather to help you and your organization raise and discuss important questions that can assist you in your fiduciary duty.
Last Modified
Dec 06, 2017
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