Who We Serve – Endowments & Not-for-Profit Organizations 2018-11-29T19:08:20+00:00

The members of the Board of any organization are fiduciaries of that organization’s assets and investments. As such, they may have personal liability for acts or omissions of fiduciary standards. While fiduciary compliance is absolutely required by law, at Investor Solutions, we do not believe it needs to be burdensome.

As a Registered Investment Advisor that accepts co-fiduciary responsibility for your investment assets and assists your designated board in its fiduciary compliance, we always put you first — providing a level of “safe harbor”. For over 25 years we have been providing mission critical organizations and endowments with the guidance, support and investment management needed to fulfill their fiduciary obligations and keep their organizations strong.

We invite you to learn more about our comprehensive services for endowments and not-for-profit organizations.

Click Here to Schedule Your FREE, No Obligation FIDUCIARY REVIEW

W H A T A R E Y O U

MOST INTERESTED IN

WHAT ARE YOU MOST INTERESTED IN?

Reliable Income in Retirement

Maintaining your standard of living in retirement is well within your reach – we can help.

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Comprehensive Investment Management

Whether your building your wealth, saving for college expenses or saving for retirement – we can help.

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Estate & Financial Planning Insights

We begin by coming to a full understand of your complete financial situation – you always come first.

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Private Banking Guidance

We serve as a liaison to a number of private banks, helping you select the right resource for your needs.

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Qualified Plan Solutions

We help ensure you provide your team with a quality retirement plan solution – you always come first.

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Tax Preparation & Planning Assistance

You need comprehensive tax services that will seamlessly integrate with your investments.

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Legacy Planning & Charitable Giving

When it comes to your legacy and philanthropic activities – we always put your needs and wishes first.

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Socially Responsible & Sustainability Investments

If it’s important to you, then it’s important to us – we will construct a portfolio that fulfills your beliefs.

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WHO WE SERVE

For over 25 years, integrity and commitment have been the hallmark of our client relationships.

ARTICLES & LATEST NEWS

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COMMUNITY:
Investor Solutions Proudly Supports Best Buddies

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OUR BOOKS

“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

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“THE INFORMED INVESTOR”
by Frank Armstrong

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“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

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“SAVE YOUR RETIREMENT”
by Frank Armstrong

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“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

“THE INFORMED INVESTOR”

by Frank Armstrong

“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

“SAVE YOUR RETIREMENT”

by Frank Armstrong

GET A FREE COPY
READ MORE
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