ENDOWMENTS AND FOUNDATIONS
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.
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Long-term investment strategies.
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Review of existing bylaws and other governing policies and procedures, in consultation with the organization's legal counsel.
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Risk management strategies.
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Ongoing education and communication with board or investment committee members.
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Regular review meetings with board or investment committee members.