Strategic insight and tactical support for foundations
Strategic insight and tactical support for foundations
We are well-versed in the singular challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission in the years to come.
Our team serves as an extension of the investment committee and provides critical support in helping to fulfill fiduciary responsibilities. We help our clients implement strategies designed to effectively manage their portfolio, stewardship duties and spending policy needs.
Through tactical asset allocation, we develop adaptable portfolios that seek to meet the objectives of your Investment Policy Statement. Our advisors tap into our extensive resources and conduct objective research to find investment opportunities that we believe are worthwhile, align with your values and contribute to the sustainability of your foundation.
Our relationship with you and your organization is ongoing, and we are diligent in monitoring and rebalancing portfolios to help ensure they stay consistent with your long-term goals. We’re as deeply invested in your foundation’s success as you are.
Services Include
- Due Diligence and Research
- Selection of Institutional-Class Managers
- Investment Policy Statements
- Portfolio Management and Rebalancing
- Spending policy needs, portfolio reviews and stewardship documentation
- Knowledgeable support and guidance on regulatory standards
Through the Raymond James Canada Foundation, we can also provide the following services:
- Endowment Fund management outsourcing
- Services provided to CRA registered charities, public and private foundations
- IPS generation and day-to-day management, CRA reporting, tax receipting and gift administration and gift acceptance of endowment fund donations.
related resources
- Filo Financial Solutions 803, 2303 - 4th Street SW Calgary, AB T25 2S7
- T 403.457.9270
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Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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