Access information about the many different types of clients we service and accounts we
offer including individual personal accounts, IRAs, corporate 401(k) plans, and endowment funds for
non-profit organizations.

Fischer Investment Group prides itself on working with non-profit organizations. The initial step undertaken by both Fischer Investment Group and the non-profit's investment committee is to develop an investment policy statement. The IPS will act as a road map for helping us define the investment objective's that will best support the non-profit's philanthropic mission.

The goal's of the endowment will be different than organizations who operate in the private sector. It in essence boils down to coping with subjective goals of the endowment versus measurable objectives in the private sector. Some the major issues that FIG will discuss with the investment committee include:

• The role of the fund in supporting the institution's mission and also maintaining a healthy balance sheet.
• The total returns needed from investment activities.
• The additional bequests and donations that can be expected.
• The liquidity required to cover distributions and expenses over certain time frames.
• The level of risk the non-profit can tolerate. This should include a list of acceptable types of investments.
• Time horizons will be a key consideration in determining the types and timing of certain investments.

Another major consideration for non-profits is asset allocation. Fischer Investment Group will help the investment committee weigh the investment risks the non-profit can afford to take in seeking returns needed to support its obligations. The ups and downs of the markets pose a special challenge for non-profits. FIG will help develop an asset allocation that takes advantage of the ups and downs of the market in order to preserve capital, limit risk exposure while growing the non-profit's asset base to support its mission.

If you would like to hear more about our firm and how we can help complement the mission of your non-profit please contact one of our offices. We would be happy to meet with your investment committe and show why Fischer Investment Group can add value to your organization. Phone: 1-800-724-1315; click here for a company directory