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Wealth Management  |  institutional investing  |  investing  |  investment managment  |  investment portfolio

Investment Mistakes Small and Mid-Size Nonprofits Make

"Many organizations have not adopted the newer options that potentially allow them to reduce risk, lower costs, and improve the return on their investment portfolios." Because nonprofits and charitable organizations can’t survive on donations alone, they must invest wisely and find additional ways to generate revenue. Fortunately, the last few decades have seen tremendous changes to the investment landscape. Investment alternatives and strategies once reserved only for larger organizations are now available for small and mid-sized institutions and nonprofits. However, many organizations have not adopted the newer options that potentially allow them to reduce risk, lower costs, and improve the return on their investment portfolios. A thoughtfully designed portfolio invested in a broad variety of asset classes has the potential to outperform any type of market over the long term. This approach offers flexibility and allows timely changes in an effort to preserve and grow the portfolio.

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