SG Long Financial is here to assist with your fiduciary duty
Acting in the capacity as a co-fiduciary with the Board of Directors, we work with nonprofit organizations in a variety of roles to provide investment management services. We offer investment advice, customized reporting, money management, development of Investment Policy Statements, advice to the Board of Directors, and consultations with donors.
SG Long Financial is available to work directly with your Board of Directors and other appropriate committees to help identify suitable investment strategies and draft Investment Policy Statements. Our services can help you achieve the goals of your organization and provide for proper stewardship over the invested funds.
We employ investment strategies and approaches designed to limit volatility in your portfolio and meet operational needs and endowment objectives.