Fiduciary Services
for Institutions
Empowering endowments, foundations, charities and other nonprofit organizations for greater impact.
Serving the Needs of Nonprofits
At New Way Advisers, we recognize that each nonprofit institution is unique. We pride ourselves on crafting tailored investment strategies to ensure the long-term sustainability of your portfolio, all while prioritizing cost-efficiency. By helping you achieve your objectives more efficiently, we free up resources to further your charitable mission.
Our comprehensive
suite of services
Investment Policy Statement Creation and Review
Thorough Asset Allocation and Spending Analyses
Customized Performance Reporting
Rigorous Manager Search and Monitoring
Reliable Audit Support
Strategic Donor Development and Planned Giving Support
How We Partner With You
New Way Advisers is committed to supporting institutional and nonprofit clients, particularly foundations and endowments. Our dedicated team of experts possesses the knowledge and resources needed to address your organization’s distinct requirements. We provide customized solutions, considering the delicate balance of intergenerational equity, and offer exhaustive research and impartial analyses.
Empowering Your Organization's Mission
We understand that our client’s needs extend beyond conventional investment. Therefore, we adopt a consultative approach, which includes reviewing governance documents and offering fiduciary education. Creative Planning goes the extra mile to add value to your mission.
Additional Services We Provide
- Assistance With Governance Documents
- Comprehensive New Committee Member Orientation Support
- Annual Asset Allocation and Spending Policy Analyses
- Tailored Performance and Benchmark Reporting
- Meticulous Manager Research and Monitoring
- Investment and Fiducairy Education for Trustees
- Private Foundation Services (Grant Administration, Excise Tax Minimization, etc.)
