Investing, Reporting, and Planning Solutions for Nonprofits
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Specific Date I'd Like to Request
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Consultation Type
Conference Call
Video Conference Call: Zoom
Video Conference Call: GoToMeeting
In Person
No Preference
Office Most Convenient for You
Walnut Creek
Saint Helena
Other Days I'm Generally Available (check all that apply):
Monday
Tuesday
Wednesday
Thursday
Friday
General Times I'm Available
Morning (9-12)
Afternoon (1-4)
Early Evening (5-6)
Additional Information to Help Us Prepare
Solutions we're looking for in the next 12 months (check all that apply):
Need an Advisor: We do not currently have an investment partner.
New to Investing: We are just starting our investment fund.
New Investment Policy Statement: We do not have an IPS, need to create one.
Review Investment Policy Statement: We have an IPS, would like a second opinion.
Reporting: We need custom reporting for our board.
Board Education: We'd like to get our board's acumen on the same page.
Size of Investment Portfolio
$0-$100,000
$100,000-$250,000
$250,000-$500,000
$500,000-$1,000,000
Over $1,000,000
Investment Goals
Growth
Generate Income
Growth & Income
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