Non-profit Organisations
We provide an efficient and effective structure to ensure that directors and trustees are fulfilling their responsibilities in managing the assets of the organisation for current and future beneficiaries.
Alto Wealth – Advice for Not-for-Profits
We seek to gain a deep understanding of your organisation’s mission
Working closely with a small group of directors/trustees we seek to gain a deep understanding of your organisation’s mission, short- and long-term objectives and ongoing cashflow requirements.
Joanne Kenderes – Principal Alto Wealth
We ask detailed questions
We ask detailed questions about the organisation’s prior investments and expectations from investing so that we can design an investment portfolio that is aligned with the organisation’s financial goals with an appropriate level of risk. Whilst incorporating your organisation’s preferences for investing in an environmentally and socially responsible manner.
Smooth and hassle-free process
To implement our advice, we take on the administration to create a smooth and hassle-free process.
We report regularly on portfolio progress and meet with the board/committee to discuss any changes to the investment strategy based on the evolving needs of the organisation.