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
Financial clarity, when tied directly to program activity, gives leadership teams a more reliable foundation for decision-making and long-term planning.
Nonprofit finance teams are rethinking core processes to improve visibility, strengthen control, and support better decisions as operations grow more complex.
As funding pressure increases, nonprofits often look outward for new sources, while existing relationships continue to carry untapped potential.
CONTACT US
Every situation is unique. We look forward to speaking with you to determine how we may best solve your needs.
