The stronger you are financially, the better you can serve your community.
Fiduciary reserve & investment advisory services
AAF Wealth Management, an affiliate of AAFCPAs, provides nonprofit reserve & endowment management for nonprofits, private foundations, and public charities.
Gain independent and objective investment advisory solutions, whether receiving a large gift, entrusted with an endowment, or serving as a fiduciary over reserve funds. We operate as a skilled partner of management and the Investment Committee, providing objective guidance, proactive oversight, and fiduciary advice regarding prudent and responsible management of investments.
A coordinated approach to financial stewardship
As an affiliate of AAFCPAs, AAF Wealth Management has an inherent understanding of our clients’ full financial landscape. Our seamless audit and tax relationship brings critical insight into your financial statements, cash flow timelines, and financial standing. In the end, you enjoy greater synergy, efficiency, security, and peace of mind.
Beyond executing trades, we help to align investment decisions with your mission and social philosophy. Our approach to discovery, asset allocation, portfolio construction, and governance is designed to ebb and flow with your evolving needs.
AAF Wealth Management assists clients in creating or reformulating, as needed, investment policy statements and spending policies that match the mission and time horizon of each investment pool. These investment and spending policies serve as a blueprint for setting, implementing, and monitoring the appropriate customized asset allocation strategy for the organization. We then advise, manage, and administer the investments to ensure they are consistent with your goals and objectives while controlling risks and optimizing investment performance.
Retirement plans are a compelling and decisive factor in attracting, retaining, and motivating key executives. However, executive compensation continues to receive increased scrutiny from regulators, major investors or donors, and in the court of public opinion.
AAFCPAs and AAF Wealth Management advise nonprofit boards, executive management teams, and CFOs in the design of tailored, retirement plans and deferred compensation plans. Our goal is to design balanced plans that are compelling enough to key executives, and reasonable to onlookers, while also ensuring the financial success and long-term viability of the company.
Our Advisors
Annual budgets establish direction. Forecasts keep plans grounded in current realities. Together, they help leadership teams navigate uncertainty and prepare for the opportunities and challenges…
Scenario planning, financial stewardship, revenue diversification, and board-ready reporting are among the approaches nonprofit leaders are using to strengthen organizational resilience.
Four bills recently advanced by the House Ways and Means Committee could have implications for tax-exempt organizations. The proposals address foreign funding disclosure, political activity,…
CONTACT US
Every situation is unique. We look forward to speaking with you to determine how we may best solve your needs.
