ENDOWMENTS AND FOUNDATIONS

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Sigma Advisors, LLC assists non-profit organizations with investment management, risk management, and board governance. These services generally include:

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• Creation and implementation of an Endowment Management Policy.

• Long-term investment strategies.

• Review of existing bylaws and other governing policies and procedures, in consultation with the organization's legal counsel.

• Risk management strategies.

• Ongoing education and communication with board or investment committee members.

• Regular review meetings with board or investment committee members.

 

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