Each organization’s goals are unique based on its specific charitable endeavors.
At Shepard Wealth Management Group, we are proud to work with many institutions that are making a positive impact on the community and the world. We work directly with investment committees to understand the needs of each organization and tailor solutions across a broad spectrum of offerings–from portfolio design to asset allocation and other advisory solutions. Our team works to construct the appropriate asset allocation based on set spending policies, cash needs and investment strategies and will provide monitoring and reporting to help ensure the organization fulfills its mission.
We can help organizations answer questions such as:
Are we taking too much risk in our investment approach?
How can we prepare our assets from the eroding effects of inflation?
Are the fees we pay to outside money managers in line with the industry?
How do we know if our investment policies are in line with our mission?