Nonprofit Investment Management: Long-Term Sustainability for Your Nonprofit
Investment Management Overview
We serve our nonprofit and government entity clients through risk management first and return second: a philosophy contrary to the industry’s perspective. By leveraging our differentiated approach to risk and utilizing a rigorous and disciplined method to selecting investments, our clients can experience long-term results that align with their expectations.
Using a holistic approach to investing, we manage our nonprofit client’s growing investments through a risk-conscious focus on their investments. We partner to create and sustain investment health by meeting with executive team members along with board members to learn about the non-profit’s goals, mission and hopes for growing their investments. TS Prosperity Group uses this knowledge to create a customized strategy to dramatically reduce the risk of the portfolio without giving up long-term returns.
We look at our relationships with nonprofits as a true partnership. Our nonprofit clients receive priority community reinvestment dollars along with volunteer service hours. We align our impact with your impact as a vital piece of the thriving communities we serve.
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Trisha McCoid - VP of Wealth Planning
Trisha joined the TS Prosperity Group in June of 2022. A Council Bluffs Native, Trisha brings with her a passion and zeal for the Community and the people who work and live here. With nearly two decades of experience in developing relationships with a financial background, her skillset is a dynamic combination for her role. Her desire to help people meet their goals is the driving force; and palpable when meeting with her. When not busy working in the community, volunteering for local non-profits, or serving as a board member for various organizations, you may find her shopping or dining at her favorite neighborhood small businesses, catch her at the park or the ball field with her kids, or watch her drive by in her beloved Pink Jeep!
712-487-1200
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Nonprofit Investment Management Services
Here are the nonprofit investment management services TS Prosperity Group can help your nonprofit or government entity with:
- Investment management
- Endowment management
Our Investment Management Process
Our process begins and ends with you. Serving clients successfully for more than 90 years has taught us we must always keep your goals top of mind. We are proud of our ability to leverage all of TS Prosperity Group’s unique collective insight and philosophies to build an investment risk and return strategy based on our clients’ unique position and objectives. Here’s our simple process for establishing a nonprofit investment management relationship:
- Call to schedule an appointment
- Attend a 60-minute discovery meeting
- Attend a 60-minute solution meeting
- Complete account opening paperwork
- Account funding
We will meet regularly to assess your portfolio's performance against market benchmarks to provide an objective evaluation of how well we performed and to learn how we can better serve you.
Partner with TS Prosperity Group for Exceptional Investment Risk Management Services
No matter where you are on your financial journey, our nonprofit planning strategies are tailored to your unique situation, goals and stage of life. We take a personalized, long‑term approach, designed to support you today while remaining flexible as your circumstances change. With a comprehensive suite of tax planning services, we’re able to meet you where you are and adapt as your needs evolve, always with integrity, clarity and your long‑term prosperity in mind.
If you’re ready to take a more proactive approach to managing taxes and maximizing long‑term savings, contact TS Prosperity Group by calling 844‑487‑3115 or by clicking the link below to request a Discovery Meeting. This approximately 60‑minute conversation is designed to determine whether a tax planning relationship is the right fit for both you and our team. We’ll take time to learn about you, your story and your goals, and you’ll have the opportunity to ask questions and better understand our process.
Schedule your Discovery Meeting