Selecting Investment Advisors

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A foundation can manage its assets in various ways with a spectrum of involvement by the board and external help via consultants and investment managers—or with a choice that has become a popular over the past decade: an outsourced chief investment officer firm. Most Exponent Philanthropy members pay for some degree of outside investment help to manage their foundations’ assets.

Keep in mind: Entrusting your foundation’s assets to outside advisors does not remove your fiduciary responsibility to watch over the foundation’s money: knowing how much it is, where it is, and how it is being cared for.

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