Institutional Services

DELIVER A MEANINGFUL IMPACT

Navigating the complexities of institutional financial management doesn’t have to be accomplished alone. Our team is here to lighten your load and guide you through the process with expertise and care.

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Who We Work With

Churches and Nonprofits

Cost-effective, robust solutions specifically tailored for not-for-profit organizations.

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Foundations

Streamline your administration and get back to the business of your organization.

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Small Businesses

Gain a competitive edge and give your small business a powerful boost.

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Retirement Benefits

Support your employees in maximizing their retirement benefits, ensuring financial security and peace of mind during their golden years.

Insurance Benefits

Educate and empower your employees to understand and fully leverage their insurance benefits for their overall health and wellness.

Portfolio Management

Align investments with your organization’s risk tolerance and long-term financial objectives to strategically optimize returns and ensure sustained growth.

Budget Planning

Align your budget with your policies and procedures and verify that your portfolio aligns with the directives outlined in your budget.

Cash Flow Management

Maintain sufficient cash reserves so that your organization can pay bills on time, fund new projects, and deal with financial issues when they arise.

Investment Policy

Optimize your financial position with an investment policy that aligns with your institution’s financial goals, reviewing and updating as needed.

Our Process

Exploring

Getting to Know Each Other

Our time together will be most effective if we understand where you stand today and where you’re hoping to go tomorrow. We work closely together to understand your organization’s needs, budget, and long-term vision.

Collaborating

Sharing & Reviewing Information

You’ll be asked to share a list of documents for us to assess your current financial state. We'll then discuss how your organization's data informs our strategic approach to optimize financial health and achieve goals.

Executing

Carrying Out Your Plan

Once expectations are set, we’ll execute your plan. If we can streamline your organization’s financial management, your team’s valuable time can be freed up to focus on advancing your mission.

YOU MAY WANT TO KNOW

Frequently Asked Questions

What type of organizations does Stoneford Advisors work with?

Stoneford Advisors works with churches, non-profits, foundations, universities, healthcare networks, professional sports clubs, small-mid-large businesses, associations, unions, pension funds, government entities, and more.

What fees can I expect?

We believe that cost effective solutions are critical for the sustainable growth of the organization. Most of our services are fee-based. Our insurance products do have a commission component, but will always be detailed in any proposal. We can arrange a flat-fee consultation if preferred.

What does our engagement look like?

Our engagement involves tailoring a plan to meet your specific needs. We start by gathering extensive data to ensure that our offerings align closely with your goals and ensure that the associated costs are sustainable.

From here, we build a strategy around the needs of your organization and budget. We like to turn our recommendations around within a month, so we can execute them as soon as possible.

What if you don’t have everything I need?

We may not have everything you need, but our extensive network of service providers allows us to deliver solutions where we cannot. Our network is your network, and we believe in a collaborative approach to servicing your success.