For Not-for-Profit Organisations

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FOR NOT-FOR-PROFIT ORGANISATIONS

Protect and preserve our clients’ corpus in real dollars whilst achieving the returns consistent with the investment mandate.

    How Providence can help your not-for-profit organisation:

  • Investment management and advice
  • Direct equity investment
  • Asset allocation
  • Fund manager selection
  • Quarterly reporting to the investment committee
  • Investment policy adherence
  • Ad hoc reporting and meetings as required

Reporting
Providence reports formally on a quarterly basis, this includes portfolio valuation, asset allocations, transaction reports, investment performance and our Global Outlook and Strategy. We can report more frequently during the transition phase and will be available at any time for board meetings and presentations at AGM’s.

Relationship
We maintain a high advisor to client ratio, so that our standards of personalised advice are never eroded. We recognise that the continuity of our team translates to the standards of our service, and we pride ourselves on having brought together a group of individuals at Providence who share the same ethical standards as our clients.

Technology
Leading-edge technology supports our comprehensive administration services. As a client you will have access online to a consolidated view of your portfolio, which is updated daily.

Networking
In addition we regularly conduct client investment education events, where we connect you with financial experts offering their perspective on topical issues. This is also an opportunity to network with our client base and wider contacts.



For a confidential discussion on how Providence can help your organisation please call (02) 9239 9333.

© 2013 Providence Wealth