ASAE Investment Management Solution – Fiducient Advisors

The financial markets continue to get more complex, while professional investing becomes an increasingly important part of an association’s overall fiscal strength. As a result, an association’s fiduciary responsibilities and the need to access institutional caliber investment advisory services has arguably never been greater.

Investable Assets Greater Than $5 million

At Fiducient Advisors, we provide thoughtful strategies and solutions designed to meet the multi-dimensional needs of associations. We strive to help you reduce risks, improve returns, lower expenses, strengthen governance and minimize the amount of time you spend fulfilling your stewardship duties. 

For more than 25 years we have been assisting associations with investment policy development, portfolio design and implementation, and regular performance monitoring. We understand that associations are different than other nonprofits and require consultants who understand how investments fit into an association’s overall strategic plan and are experienced communicators with the volunteer leadership of associations, many of whom come from outside the investment industry. 

We create customized solutions designed specifically to your needs without the use of proprietary products. Furthermore, as a Registered Investment Advisor, we are held to the fiduciary standard, requiring us by law to always put our clients’ interests first.

Our customized services include:

• Investment Policy Development
• Asset Allocation Design
• Manager Selection and Portfolio Evaluation
• Socially Responsible Investing
• Fiduciary Education

Investable Assets Between $500,000 and $5 million

Many associations simply do not have the investable assets to access the quality of investment advisory services they require. And those that do are often faced with the challenge of navigating a myriad of potential advisory options—such as banks, broker/dealers, asset management firms, and registered investment advisers. 

To meet this challenge, we offer ASAE members a solution that allows you to leverage the resources of Fiducient Advisors and benefit from professional portfolio management at a manageable cost.

ASAE members will have access to:

• Professionally managed model portfolios that align with your association’s risk and return profile
• Quarterly performance monitoring to track the performance of your assets
• Affordable fund management fees, negotiated investment minimums, and a transparent cost structure
• Financial market insights, fiduciary education, and additional resources designed by one of the largest investment consulting firms in the country
• Investment professionals that are experienced in working with associations 
• A low cost, uniform solution designed for associations whose budget may not justify the costs of a more customized approach

For more information about Fiducient Advisors please view the resources below.

• Fiducient Advisors at a Glance
• Fiducient Advisors Nonprofit Guide to Investing
• Program Structure Information
• Fiducient Advisors – 10 Things We Don’t Do
• Podcast Episode on Association Investments