Changing demographics, higher demands for your services, fewer resources for administration and staffing, greater demands for transparency and accountability by funders and donors - these are only some of the challenges facing not-for-profit organizations today. As these trends continue, you need to find ways to keep focused on what you do best.

R&R Investment Partners can help you get the most from your financial assets by helping you carefully set the right asset allocation for your organization's short, medium and long-term goals. We make sure you have proper risk management and reporting to your specific standards to help you with your fiduciary oversight and board governance requirements. Our team has the expertise, experience, track record and governance know-how to help.

We partner with our not-for-profit clients to help them simplify their financial management; providing them with tools to help with their fiduciary oversight and reporting so they can focus on their mission.

Non-profit Board Objectives

1. Investment Policy Statement Review - Help in the creation or refresh of your Investment Policy Statement (IPS) so it aligns with the institution's short, medium and long-term investment goals.
2. Customized Asset Allocation - Implement disciplined investment strategies that meet risk and return expectations and IPS rules.
3. Professional Discretionary Portfolio Management - Provide high grade portfolio management with direct access to your portfolio manager(s) and a dedicated service team.
4. Personal and In-person Meetings with Board Members - Meet in person with the board or other oversight committee quarterly ot semi-annually to review performance; review/adjust asset allocation for the portfolio so it is current to both institutional objectives and the current economic environment.
5. Customized Communications - We help you determine the role of the endowment (portfolio) in supporting your institution's mission. Return expectations, risk tolerance, and the annual income requirements are determined.