DESIGNED FOR NONPROFITS
Investment Management
Every not-for-profit organization begins with a mission. But the demands of administrative tasks and financial management can quickly become overwhelming. That’s where we come in.
Stoneford Advisors offers tailored investment management, administrative support, advisory services and more, allowing you to focus on what truly matters—fulfilling your mission and serving your community.
What We Offer
Investment Management
Investment Strategies
Maximize returns and minimize risk with our tailored strategies, designed to align precisely with your financial goals and risk tolerance.
Investment Policy
Optimize your financial position with an investment policy that aligns with your institution’s financial goals, reviewing and updating as needed.
Portfolio Management
Align investments with your organization's risk tolerance and long-term objectives to strategically optimize returns and pursue sustained growth.
Economic Forecasting
Leverage our economic forecasting to anticipate market trends and inform strategic investment decisions.
Research & Analysis
Access new opportunities for your portfolio, ensuring you maintain a dynamic and optimized investment strategy.
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.
Due Diligence
Receive a thorough assessment of investment opportunities and mitigation strategies with our comprehensive due diligence.
YOU MAY WANT TO KNOW
Frequently Asked Questions
What types of nonprofit organizations does Stoneford Advisors support?
We partner with nonprofit organizations and churches of all denominations, providing support tailored to each unique community. Regardless of your organization's tradition or affiliation, we offer dedicated services and solutions designed to meet your specific needs and help you achieve your mission.
What fees can I expect?
We understand how critical cost-effective solutions are for the growth or your organization—and your mission! 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.
Insurance Benefits
Protect Your Employees
Provide your employees with affordable coverage options tailored to their needs, ensuring they have the protection and peace of mind to focus on their well-being.
Our Value:
- Inclusive Coverage
- Centralized Platform
- Participant Services
Retirement Benefits
Empower your Employees
Motivate your employees by offering them greater flexibility to achieve their personal retirement goals, providing them with the tools needed for a secure future.
Our Value:
- Price-Conscious Approach
- Comprehensive Network
- Modern Advisory Solutions
