An IPS tells potential donors that you have done your homework and have a framework for your investments, for the
investment of their money. Donors may ask to see your IPS, along with your financials. We can also advise you regarding a
Gift Acceptance Policy if you do not already have one. This document may keep your organization out of trouble by having a
policy regarding what types if gifts you can and cannot accept.
investment of their money. Donors may ask to see your IPS, along with your financials. We can also advise you regarding a
Gift Acceptance Policy if you do not already have one. This document may keep your organization out of trouble by having a
policy regarding what types if gifts you can and cannot accept.
All institutional portfolio management is done under a fee-based arrangement, with the fee structure set forth on the Fees
page. Religious organizations, start up endowments, and other smaller non-profits may receive discounted portfolio
management services.
page. Religious organizations, start up endowments, and other smaller non-profits may receive discounted portfolio
management services.
Trusts and Foundations
We suggest that all institutions have an Investment Policy Statement (IPS). An IPS defines your investment allocation and
preferred investment vehicles. It is the road map for current and future policy makers, as well as money managers. If you
have an IPS we can review it with you to see if anything has changed within the organization to warrant a change. If it was
drafted several years ago, there may be market realities that warrant changes as well.
preferred investment vehicles. It is the road map for current and future policy makers, as well as money managers. If you
have an IPS we can review it with you to see if anything has changed within the organization to warrant a change. If it was
drafted several years ago, there may be market realities that warrant changes as well.
Kodiak Investment Management
Balance Integrity Wisdom Trust Discipline
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| Securities offered through NEXT Financial Group, Inc. (NEXT), member FINRA, SIPC, a registered Investment Advisor. Kodiak Investment Management is not an affiliate of Next Financial Group. Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation. Kodiak Investment Management, 16 2nd St NE Aitkin, MN, 56431 Phone: 218-927-1800, Fax: 218-927-1803. To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com. www.SIPC.org www.finra.org |
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