28 Jan 2014 11:00 : Protecting Your Nonprofit’s Investment Assets

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With 2013 behind us, many nonprofit organizations are beginning to schedule year-end reviews with their investment advisors. This meeting can be a critical component of your organization’s financial stewardship, providing the opportunity for insight into the health of your endowment or reserve fund and the quality and effectiveness of your investment advisor.
Unfortunately, given the opaque and sales-centered nature of the investment management industry, the quality of a year-end investment review can vary widely, often dependent on the experience, qualifications and interests of the investment advisor.
By knowing what questions to ask and informing your advisor in advance what you’d like to… …read more

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Aronson LLC has been thinking ahead for its clients for more than 50 years. Aronson’s construction, real estate, government contracting, nonprofit, technology and private industry experts provide innovative audit, tax, and consulting services that help its clients move to the next level. From start-up to exit strategy, Aronson works with companies throughout the entire business lifecycle by proactively identifying opportunities and addressing challenges so that clients are able to focus on their core business. Aronson shows companies how to rethink everything to be more profitable, more competitive and better prepared for the future.

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