Lynx has served not-for-profit clients for 29 years and has extensive knowledge regarding the characteristics and best practices required to effectively manage non-profit assets for sustainability and for the fulfillment of the organizations’ missions. As a Registered Investment Advisor governed by the Fiduciary Standard, Lynx takes very seriously a non-profit’s willingness to delegate investment advice and authority to a third party. Many of the Principals at Lynx have served or currently serve as board members and/or officers of non-profits, and have benefited from the sharing of best practices for non-profit investment management and governance.
Some ways Lynx can help your non-profit or association:
Assess portfolio performance and suitability in terms of your organization’s goals rather than only comparing to benchmarks
Construct your Investment Committee
Define the Investment Committee’s role as fiduciary
Re-write your Investment Policy Statement (IPS)
Assess total portfolio fees over time and their impact on overall performance
Act as unrelated fiduciary for your organization (Outsourced Chief Investment Officer, OCIO).
Lynx serves as objective, unbiased advisors, while being keenly aware of the standards and requirements of non-profit governance.
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