The work you do every day demands a laser-sharp focus on achieving long-term, sustainable investment results. Your investment strategy deserves the same kind of focus.
Consider these key questions:
What are your organization’s short- and long-term objectives? What role will the investment portfolio need to play in funding them?
How will your spending policy impact your investment portfolio?
What is your organization’s ability to tolerate market volatility?
Your responses will impact your portfolio’s goals, of course. But they’ll also provide some insight into your cash flow, liquidity, and capital needs.
Pillars of fundamental investing
What’s our investment philosophy? It’s grounded in an understanding of your goals and a strong fiduciary ethic. Overall, we’re looking to take advantage of near-term market inefficiencies while achieving long-term sustainable results. Our philosophy is built on four fundamental investing pillars:
Truist Foundations and endowments at-a-glance
Serving the not-for-profit community
Not-for profit assets under management
Average experience of our executive team working with not-for-profits
Get in touch with an expert.
We’ve got the expertise. Let us help you amplify your organization’s impact.
Learn more about we can strengthen your financial footing and further empower your not-for-profit. Search for your nearest Foundations and Endowments specialist, or call 866-223-1499 to schedule an in-person meeting.
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