Not-for-Profit Clients

From cash flow management issues to effective stewardship of investment assets to determining optimum liquidity positions, not-for-profit CFOs and Treasurers face a host of unique challenges. Capital Advisors Group has served its not-for-profit clientele over the years by helping them to:

• Determine their financial objectives and create or strengthen the investment policy design
• Conservatively invest their operating cash
• Maintain target liquidity levels
• Simplify the accounting and reporting processes
• Monitor and evaluate performance

Our Custom Liquidity strategy is well suited for nonprofit clients as it follows a risk-averse buy-and-hold mandate, while maintaining a focus on preservation of capital and allowing for adequate liquidity to account for greater access to capital.