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Non-Profits and
Institutions
Are you the executive director of a non-profit organization, or do you sit on
the board of one? Did you know that there are ways that you can provide
retirement benefits for your employees, while aligning your investments with the
mission of your organization? And if your organization manages a foundation or
an endowment, we can work with you to achieve your financial goals while
supporting your social mission. .
Institutional Services
If you are involved with a foundation, a university, or other institution, you
may want to consider working with us to manage your assets and to integrate your
institutional values into your portfolio. We have relationships through FWG with
professional money managers to service your foundation's unique fiscal and
social objectives. Consultants can assist clients with investment plan design
including:
Financial objectives and social goals
Asset
allocation
Assessment of portfolio performance
Investment manager evaluation, searches, and selection advice
Ongoing
social screening
Regular
performance monitoring
Shareholder advocacy
Retirement for Nonprofit Employees
Retirement plans can be set up as tax-deferred investment and savings programs
for employees of certain tax-exempt employers. It allows employees of hospitals,
educational institutions, and other non-profit organizations to save and invest
for their own retirement. Depending on your program, you may authorize pre-tax
payroll deductions to be invested in a tax-sheltered annuity (TSA) contract or
in a custodial account made up of mutual funds chosen by your organization. Both
the contributions and the investment earnings can grow tax-deferred until
withdrawal (assumed to be retirement), at which time they are taxed as ordinary
income PAM can help you to establish a retirement plan for your employees,
making sure that the investment choices reflect the principles of your employees
and your organization.
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Progressive Asset Management and
Financial West Group are
affiliated entities.
Progressive Asset Management
1814 Franklin Street, Suite 503, Oakland, CA 94612
(800) 786-2998
Member FINRA/SIPC |
