ENDOWMENTS AND FOUNDATIONS

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

  • 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.