Resources for Non-Profits

Tools to Evaluate Your Investment Advisor

Apr. 25, 2023

We understand that working in the non-profit world means you likely wear many hats and juggle a variety of responsibilities, so the process of evaluating your investment advisor may feel overwhelming, but all it takes is one conversation to get started. You can use these tools to help you and your team decide if now is the right time to evaluate your advisor or consider an RFP, and get you started.

Investment Advisor Scorecard

Score your current advisor. If the score does not meet expectations, then it’s time to conduct an RFP. You can also use this tool during the RFP process to evaluate prospective advisors to find the best fit.

Sample RFP

You don’t have to start an RFP from scratch. This customizable document outlines a variety of topics and questions to thoroughly evaluate potential advisors.

Investment Advisor Scorecard ThumbnailRFP Resources Thumbnail

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Advance your mission by partnering with a team that provides a mix of investment management, fundraising support, and board & staff education. Have questions on any of these topics? Schedule a call as we’re always available to address inquiries you may have while providing guidance and resources along the way.

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