1

Fiduciary responsibility to help simplify your world

Our team is committed to taking on that critical fiduciary role so you have a partner in your fiduciary responsibility. Accountability and transparency are top priorities for us. We can help you:

• Design, formalize and implement an Investment Policy Statement and Spending Policy
• Review your investment process, asset allocation and rebalancing and tactical positioning
• We will sign a fiduciary contract with you for our services
• Facilitate communication and provide education for donors, board members and staff
• Assist in controlling and revising all investment management fees with complete transparency

2

Comprehensive and customized services focused on you

We offer a range of services to fulfill your investment management needs. Because no two investment plans are alike, we follow a customized process from beginning to end.

3

A collaboration of advocacy and impact

We strive to earn your trust in our ability to help your organization achieve its financial goals. But beyond this investment consulting relationship, we are also passionate advocates who truly believe in your mission to make a meaningful and lasting impact. We offer a wide variety of impact and ESG investment solutions that can align your portfolio with your organization’s mission. Together, we believe we can change the world for the better.

4

Boutique practice focused on not-for-profit organizations

We access the experience, intellectual capital, research capabilities and open platform of portfolio managers offered at UBS, a recognized global leader in institutional wealth management. We’ve never been better positioned to tailor your unique investment program to your specific objectives and mission.