Foundations, endowments and other charitable organizations face a multitude of challenges amid today's complex market and legal environment. In their commitment as prudent stewards of their organizations' funds, board members hold in the utmost regard the need to balance risk control with the pursuit of returns sufficient to achieve spending policies and allow for future growth.
WestStar Wealth Management has the experience of managing over 30 non-profit relationships with organizations of varying sizes. We share in the fiduciary commitment of non-profit board members and manage their portfolios in accordance with UPMIFA. Boards can rest assured we have the resources and experience to help design and implement world-class investment policies and strategies. They can comfortably rely on WestStar’s investment expertise so that they can more effectively focus on the mission of the organization.
If you'd like more information about our non-profit services, please contact us online or call us at (915) 747-1665.