At Wealth Dimensions Group, helping people achieve what matters most is our core mission. We are passionate about helping non-profit organizations carry out a similar mission. Our role as an investment advisor or consultant is largely driven by your existing resources and the expertise of your staff and committee members. We can serve as a sounding board for the staff and committee, providing insight and guidance to help them properly oversee the endowment’s portfolio. In cases where staff or expertise is limited, we can provide comprehensive advisory services that include day-to-day oversight of the entire portfolio, including development of processes and procedures. We also provide administrative support for those clients using these services, including audit support for foundations and endowments.
Our goal is to assist your organization in developing a sound and successful investment strategy along with the necessary processes to meet your fiduciary responsibilities.