AT C.J. LAWRENCE, WE SHARE YOUR CALLING
- Our principals serve on numerous non-profit Boards of Directors and support dozens of philanthropic organizations.
- Our experience as investment managers and philanthropists puts us in a unique position to advise your team in the creation and execution of your organization’s financial plan.
- Our advisor – manager model provides your team with the insights and transparency that align with the highest fiduciary standards.
- We understand the challenges inherent in balancing grants and resources and build investment portfolios tailored to your organization’s objectives.
- Investment Policy Statement Development
- Asset Allocation
- Portfolio Construction
- Outsourced CIO
- Investment Committee Support Including Performance Reporting
- Program monitoring and evaluation
- Risk management
