Institutional investment management clearly differs from that for individuals. While it is said that people face two certainties, death and taxes, institutions generally face neither. Additionally, fiduciaries are pulled in two different directions regarding whether to invest for portfolio preservation or current cash flow generation. Some may face the additional conflicts involved in setting spending policy. Passing off products and services meant for individuals is not adequate. Cambia offers institutional clients the ability to have their investments directed by a portfolio manager experienced in the management of profit-sharing, pension, charitable and endowment funds.

 

Nonprofit Organizations. Cambia’s management believes in the role nonprofits play in society. As such, it has committed personal and professional resources toward enhancing the governance and financial resources of nonprofit organizations. This experience is incorporated into the services Cambia offers to nonprofit clients, including:

Cambia offers a fee-based consulting service to assist organizations in reviewing and establishing a formalized investment policy. Further, 501(c)(3) charitable organizations may inquire about a special negotiated fee arrangement for management services.

(c) Copyright 2006 Cambia Managed Capital Advisory, Inc.