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Endowments, Foundations and Not-for-Profit Organizations

Medallion Wealth Management manages the financial assets of a broad range of not-for-profit organizations. These include religious organizations, scholarship accounts and charitable endowments. Coupled with our portfolio management expertise is the layering of investment fiduciary practices that help trustees effectively manage their fiduciary responsibilities. These include a complete analysis of the assets as well as goals of the organization, developing and delivering an Investment Policy Statement, designing and delivering investment portfolios, monitoring those portfolios and quarterly meeting with our clients. It is said that the best outcome between an investment advisor and the trustees is that if the advisor suddenly was no longer in the picture, a well written Investment Policy Statement would be so thorough that any qualified person managing the portfolio would easily understand what the manager was trying to achieve, as well as, the goals of the organization. This understanding between manager and client is our ultimate goal.