INSTITUTIONS

Nonprofits

Pacific Trust Wealth Management can create and manage portfolios for a wide range of foundations and endowments that include: educational institutions, social services organizations, healthcare institutions, faith-based organizations and environmental groups. We work in partnership with a foundation or endowment’s stakeholders to address asset allocation, risk management, preservation of capital and funding operating costs and mission-based services.

Our Investment strategies for non-profit organizations in california, help the board of directors of a nonprofit to carry out their fiduciary responsibility to protect the assets of the nonprofit and ensure that the nonprofit’s operations and activities use the assets to further the nonprofit’s mission.

Our investment professionals meet with board trustees or finance committees on a quarterly basis to review the portfolio and investment policy guidelines. We often present on specific topics regarding the economy, capital markets and various investment vehicles. We also provide investment education resources for new trustees or committee members.

Nonprofits should focus on the business of providing a benefit to the specific area they focus on and allow Pacific Trust to aid in the formation of an investment strategy that makes sense for the long term.