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Financial Infrastructure for Organizations That Outlast Generations
Philanthropic organizations exist to serve a mission — not to manage portfolios or monitor investment policy compliance. Yet these demands consume board time, staff resources, and institutional focus that should be directed toward impact.
We provide the financial infrastructure that lets mission-driven institutions stay mission-driven.
Services
Standard
or Conflicts
Investment · Tax · Legal
Two Pillars of Institutional Support
From investment consulting to full outsourced CIO oversight, we offer two levels of engagement — each designed to meet your organization where it is and scale as your needs evolve.
From Assessment to Ongoing Stewardship
Every engagement begins with understanding your organization's mission, governance structure, and financial needs — and evolves into a long-term advisory partnership.
What We Manage for Your Organization
Across all three service levels, these five disciplines form the foundation of our institutional advisory practice.
We develop and maintain your Investment Policy Statement — defining asset allocation targets, risk parameters, benchmark expectations, and rebalancing triggers aligned with your spending policy and long-term mission objectives.
We help design and maintain spending policies that balance current program needs with long-term endowment preservation — managing liquidity requirements, distribution timing, and cash flow forecasting to ensure your organization never faces a funding gap.
We provide investment committee materials, performance attribution reports, and meeting-ready documentation that enables fiduciaries to fulfill their oversight responsibilities with confidence and full transparency.
We conduct rigorous due diligence on investment managers — evaluating performance history, risk-adjusted returns, fee structures, organizational stability, and style consistency — with ongoing monitoring and replacement recommendations as needed.
We coordinate with your auditors, legal counsel, and regulatory bodies to ensure investment activities comply with UPMIFA, state requirements, and IRS guidelines — including Form 990 investment reporting and UBTI monitoring.
Advisory for Organizations That Exist to Give
We serve a range of philanthropic and nonprofit institutions — each with distinct governance structures, spending requirements, and investment horizons.
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Let's Strengthen Your Organization's Financial Foundation
Whether you need investment consulting or a full outsourced CIO — schedule a complimentary consultation to explore how we can serve your mission.
Questions? Seeking Further Insight?
Connect with our experts at BRIM.