Foundation Fiduciary

As a Director serving on a foundation or not-for-profit board, governance is a key responsibility that requires more than an understanding of how investment-related decisions may impact the organization. Strong governance should follow a clear and documented process, promote accountability, and balance the organization’s risk to its desired outcomes.

Developing and maintaining disciplined processes and documenting decisions demonstrate the prudent management of resources. Sourjohn-Kim Retirement Solutions serves foundation and not-for-profit boards by helping them implement a best practices-centered approach to managing their investable assets.

Through our objective and consultative approach, we outline strategies that suit your organization’s vision and help you execute a sound governance program.

We offer the following services:

• Fiduciary Process Review and Consulting
• Fiduciary Education
• Investment Manager Due Diligence and Benchmarking
• Independent Investment Analysis